【2/16】日本GDP年率0.2%の衝撃｜米中二重苦で成長なき回復

2025年10-12月期GDP速報値は前期比+0.1%、年率+0.2%と市場予想を大幅に下回りました。米国関税と日中外交摩擦の二重苦、設備投資の低迷、個人消費の伸び悩みなど内閣府発表データを徹底分析します。-----【追加レポートはこちら！】聞く経済ニュース活字版https://note.com/kiku_keizai-----・Q4 GDP速報値｜年率0.2%で市場予想1.6%を大幅下回る衝撃・米国25%自動車関税｜日本メーカー2.5兆円の利益減少試算・日中外交危機｜レアアース輸出規制で6600億円損失リスク・個人消費と設備投資｜内需の自律回復力に残る課題・日銀金融政策｜弱いGDPで4月追加利上げ観測が後退・高市政権の財政出動｜122兆円予算と食品消費税停止の狙い・2026年経済展望｜春闘賃上げと米中関係が成長のカギ-----・CNBChttps://www.cnbc.com/2026/02/16/japan-fourth-quarter-gdp-reverses-into-growth-but-misses-expectations-as-rebound-underwhelms.html・Nikkei Asiahttps://asia.nikkei.com/economy/japan-q4-2025-gdp-grows-annualized-0.2・FXStreethttps://www.fxstreet.com/news/japans-gdp-grew-01-qoq-in-q4-2025-vs-04-expected-202602160110・Investing.comhttps://uk.investing.com/news/economic-indicators/japan-gdp-grows-far-below-expectations-in-q4-amid-weak-capex-exports-4508931・investingLivehttps://investinglive.com/centralbank/japan-q4-gdp-rises-just-02-annualised-misses-forecasts-keeps-boj-on-cautious-path-20260216/・CNNhttps://www.cnn.com/2026/01/06/business/china-japan-export-controls-intl-hnk・Bloomberghttps://www.bloomberg.com/news/articles/2026-01-06/china-bans-exports-of-dual-use-items-to-japan-military-users・Japan Timeshttps://www.japantimes.co.jp/news/2026/01/06/asia-pacific/china-dual-use-export-ban/・China Dailyhttp://www.ecns.cn/business/2026-01-07/detail-iheyrzrv3836800.shtml・Nippon.comhttps://www.nippon.com/en/in-depth/a10405/・Nation Thailandhttps://www.nationthailand.com/business/automobile/40058071・Goldman Sachshttps://www.goldmansachs.com/insights/goldman-sachs-research/japan-economic-outlook-2026-steady-fundamentals-policy-risks-ahead・Capital Economicshttps://www.capitaleconomics.com/print/pdf/node/88882・FX Empirehttps://www.fxempire.com/forecasts/article/japanese-yen-forecast-usd-jpy-climbs-after-japans-gdp-miss-1579670・Oxford Economicshttps://www.oxfordeconomics.com/resource/japans-tariff-turbulence-to-flatten-near-term-growth/・Nomura Connectshttps://www.nomuraconnects.com/focused-thinking-posts/japan-macro-outlook-2026/・Dai-ichi Life Research Institutehttps://www.dlri.co.jp/english/report_en/202512YS.html-----#聞く経済ニュース #日本GDP #日銀 #米中関係 #高市政権