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“?????????????????????????????????????
???????????????”??????(Merrill Lynch Japan Securities)??
?????????Shusuke Yamada??
“?????????????????????????????????????
???????”
???????????? ?107.83????????????
?????????????????????????????????11????
?? ???1.1238?????/?? ?0.9075??????0.9%?
??/?? ?1.2386?????????????????????????
?????????????????????
?????????6?????????(ISM)?????????6???????4
????11????????4???????????????????????
?????????????????????????????????????6
?????????300???
?????? ???7.0614?????????????????????
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??????????????????????????10???????US10YT=
RR?6????????0.65%???????????????????6???????
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????? ???0.6910????????0.5%?
????/?? ?0.6463?????????
????? ??????????????????????????
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?? ?? ??? 2019?
???? ???? ??% ??% ???
??/?? 1.1238 1.1231 +0.06 +0.25 1.1210
??/?? 107.73 107.92 -0.18 -0.81 108.61
??/?? 121.07 121.22 -0.12 -0.62 121.83
??/?? 0.9464 0.9471 -0.07 -2.21 0.9678
??/?? 1.2389 1.2399 -0.08 -6.56 1.3259
??/?? 1.3567 1.3573 -0.04 +4.47 1.2986
??/????? 7.0616 7.0681 -0.09 +1.47 6.9591
??/?? 0.6908 0.6902 +0.09 -1.61 0.7021
????/?? 0.6460 0.6452 +0.12 -4.10 0.6736
??/?? 74.410 74.450 -0.05 -2.39 76.230
????/?? 69.610 69.700 -0.13 -4.79 73.110
??/?? 133.46 133.82 -0.27 -7.37 144.08
??/???? 1.0686 1.0691 -0.05 +2.53 1.0422
???? 97.344 97.391 -0.05 +0.99 96.3890
?????????????????????10?? (?? ???/???/??/??/????? ???/???/???/???/??)
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