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Back〔NY金〕反発、4114.50ドル 2週間ぶり高値(9日)
〔NY金〕反発、4114.50ドル 2週間ぶり高値(9日)
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時事通信12 hours agoBusiness2 min readJapanView translation

〔NY金〕反発、4114.50ドル 2週間ぶり高値(9日)

原油安とドル安を背景にインフレ懸念が和らぎ、約2週間ぶりの高値水準

Quick Look

ニューヨーク商品取引所の金先物相場は9日、原油安やドル安を背景に反発し、中心限月12月物の清算値は前週末比39.60ドル(0.97%)高の1オンス=4114.50ドルとなった。トランプ米大統領がイランとの交渉進展を受け軍事作戦終結に向けた外交優先を示唆し、米イラン緊張緩和への期待が広がった。中国人民銀行の10月の金準備高増加も支援材料となった。

AI-generated summary

Why It Matters

ニューヨーク商品取引所(COMEX)の金先物相場は、原油安を背景にインフレ懸念が和らぐ中、対ユーロでのドル安などを背景に反発した。トランプ米大統領はイランとの交渉進展を受け軍事作戦終結に向けた外交優先を示唆し、中国人民銀行は10月の金準備高を約25.8トン増額したと報じられた。

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ニューヨーク商品取引所(COMEX)の金先物相場は、週明けの9日、原油安を背景にインフレ懸念が和らぐ中、対ユーロでのドル安などを背景に反発した。中心限月12月物の清算値(終値に相当)は前週末比39.60ドル(0.97%)高の1オンス=4114.50ドル。中心限月清算値ベースで10月下旬以来約2週間ぶりの高値水準を付けた。

トランプ米大統領は8日、CNNテレビの電話インタビューで、原油輸送の要衝ホルムズ海峡の開放などについて、イランとの交渉が進展する限り、再攻撃する可能性は「非常に低い」と発言。対イラン軍事作戦の終結に向けて当面は外交を優先する考えを示した。一方、イランとの交渉を巡っては、バンス副大統領がカタールやパキスタンの仲介で、イラン側と戦闘停止に向けて間接協議を行っているとされ、実務者級協議の開始を模索しているという。米イランの緊張緩和への期待が広がり、米原油先物相場は大幅下落。インフレ懸念が緩和される中、米長期金利が一時低下し、ドルが対ユーロで下落した。これを受け、ドル建てで取引される商品の割安感が生じ、相場は買いが優勢となった。

一方、市場は週内に発表される米消費者物価指数(CPI)や米卸売物価指数(PPI)などインフレ関連指標も注視。これらから米連邦準備制度理事会(FRB)の今後の金融政策の方向性を見極めたいとの思惑も強かった。

このほか、ロイター通信は、中国人民銀行が10月、金準備高を約25.8トン増額したと報道。産金業界団体ワールド・ゴールド・カウンシル(WGC)のデータによると、これは月間ベースの購入量として、過去3年間で最大規模だという。

What to Watch

AI outlook — possibilities, not facts

  • 米イラン間の実務者級協議が開始され、外交交渉が継続する

    Likely · Within weeks

  • 米消費者物価指数(CPI)や卸売物価指数(PPI)の発表を受けてFRBの金融政策方向性が明確になる

    Very likely · Within days

Open Questions

  • 米イラン間の間接協議の具体的な進展状況と合意の見通しはどうか
  • 中国人民銀行の金準備高増加が今後も継続するかどうか
  • 米消費者物価指数(CPI)や卸売物価指数(PPI)の発表結果とFRBの金融政策への影響はどうなるか

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This article was originally published by 時事通信.

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