
FRBのウォラー理事はオンライン講演で、8月の物価指標でインフレ鈍化が確認できれば今月中旬のFOMCで政策金利据え置きを支持すると述べた。直近の指標について「ついにインフレ鈍化の兆しがいくらか見えるようになった」と歓迎し、エネルギー高やAIブームによる投資活発化をインフレリスク要因としつつ、当初の懸念は起きていないと断言。経済情勢については楽観的見方を示し、株高による個人消費の持続的伸びと安定した労働市場を挙げ、金融政策判断では8月のCPIなどを重視すると明言した。
AI-generated summary
FRBはインフレ抑制のため金融引き締めを続けてきたが、最近の指標で鈍化の兆しが見え始めている。今回のウォラー理事の発言は、今後の金融政策方向性を示す重要なシグナルとなる。
【ワシントン時事】米連邦準備制度理事会(FRB)のウォラー理事は3日、オンラインで講演し、近く発表される8月の物価指標でインフレの鈍化傾向が確認できれば、今月中旬に開かれる連邦公開市場委員会(FOMC)で政策金利の据え置きを支持する意向を表明した。直近の指標は「ついにインフレ鈍化の兆しがいくらか見えるようになった」と歓迎した。
円、一時155円台半ば 日銀利上げ加速観測で―ニューヨーク市場
インフレ上昇のリスク要因として、米イラン紛争に伴うエネルギー高や、人工知能(AI)ブームを背景とした投資活発化などを挙げた。ただ、エネルギー高が多くのモノやサービスの価格を押し上げるといった「当初の懸念は起こっていない」と言い切った。
経済情勢に関しては楽観的な見方を提示し、株高の影響で個人消費の伸びが持続すると予想した。労働市場は安定しているとして、金融政策の判断に当たっては8月の消費者物価指数(CPI)などを重視すると明言した。
AI outlook — possibilities, not facts
8月のCPIでインフレ鈍化が確認されれば、今月中旬のFOMCで政策金利が据え置かれる
Likely · Within weeks

Tim Cook stepped down as Apple's CEO on September 1 and became executive chairman. In his 15 years in office, he expanded market capitalization from $350 billion to over $4.5 trillion, driving growth by optimizing the supply chain and building a service revenue model. He will be succeeded by John Ternas, head of the hardware division.

ASICS executives say that by having the company discuss their dreams once every two weeks and making store training and marathon volunteering compulsory for all executives, they have revitalized internal conversation and inspired the company to move in the same direction globally. During the coronavirus pandemic, we boosted our profit margin by strengthening our e-commerce platform and shifting production to higher-end models, and promoted the development of products such as ``EDGE'' and ``SKY'' tailored to athletes' running styles with a ``player-first'' approach. He emphasized that leaders in the age of AI will be required to "talk about their dreams and have unwavering faith."

Although SUVs sell in large numbers, they are difficult to rank high in brand rankings, and this is an analysis based on data from Japan Automobile Sales Federation. Jimny, Rise, Rankle series, etc. are actually selling well, and even with advances in hybrid systems and rising fuel prices, users tend to choose cars that are highly satisfying.

The yen rose sharply in the foreign exchange market on the 3rd, and at one point reached the 155 yen level to the dollar. The yen appreciated more than 4 yen against the dollar from 5 p.m. the previous day, reaching the lowest level in about a month. In the United States, expectations for an early interest rate hike have receded, and expectations that the Bank of Japan will accelerate the pace of interest rate hikes have expanded. Yen-buying and dollar-selling progressed with the aim of narrowing the Japan-U.S. interest rate differential. The US Treasury Department announced that Secretary Bessent supported Bank of Japan Governor Ueda in addressing the yen's undervaluation. Bank of Japan Councilor Takada emphasized that the situation has changed, and expectations for an interest rate hike in September have strengthened.

Three major convenience store companies, FamilyMart, 7-Eleven Japan, and Lawson, are expanding their retail media businesses by utilizing in-store digital signage, apps, and purchasing data. On September 1st, KDDI and Mitsubishi Corporation established a new company, Quinta, and began an advertising business using Lawson stores. The domestic retail media advertising market is expected to reach 113 billion yen in 2026.

Customers at 24-hour gyms aren't looking for time freedom; they're looking for results like a toned body and a healthy lifestyle. With the expansion of subscription-based businesses, customer success (CS), which helps customers achieve their desired results using services, is attracting attention. Hisanori Yamada, representative director of the Japan Customer Success Association, explains that CS is different from customer satisfaction, and is a business approach that provides outcomes for customers. It is said that the development of the Internet has made it possible to track actual usage, which is behind the spread of the concept of CS.