【3/20】原油もジェット燃料も史上最高値 現物市場が映す危機の深層

ホルムズ海峡封鎖により原油現物カーゴが史上最高値を更新。FRB金利据え置きとパウエル議長の留任表明、トランプ大統領の真珠湾発言が波紋を広げた日米首脳会談、プライベートクレジット市場の動揺、Uber・Rivianロボタクシー提携など注目トピックを解説。-----【noteに掲載中の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※運営コストを賄うため、noteメンバーシップの登録をご検討よろしくお願いいたします！-----・ドバイ原油166ドル・ジェット燃料220ドル 現物カーゴ価格が先物を凌駕し史上最高値を更新・パウエルFRB議長が任期後も留任を表明 DOJ捜査が裏目でウォーシュ後任承認が停滞・FOMC金利据え置き3.5〜3.75% Macquarieは次のFRBの動きを利上げと予測・トランプ大統領が真珠湾に言及し波紋 高市早苗首相との日米首脳会談でホルムズ海峡問題が焦点に・プライベートクレジット3兆ドル市場で資金流出が加速 AI不安と重なり上場大手が軒並み急落・Uberが最大12.5億ドルを投資しRivianとロボタクシー5万台展開で提携・フィラデルフィア連銀製造業指数が18.1に上昇し予想を大幅に上回る-----・Reuters（U.S. News掲載）Prices for Oil, Fuel Cargoes Smash Record Highs as Iran War Chokes Middle East Supplyhttps://money.usnews.com/investing/news/articles/2026-03-19/prices-for-oil-fuel-cargoes-smash-record-highs-as-iran-war-chokes-middle-east-supply・Argus Media Epic Fury fires global jet prices to new heightshttps://www.argusmedia.com/en/news-and-insights/market-opinion-and-analysis-blog/iran-conflict-global-jet-fuel-price-spike・Goldman Sachs forecast（TheStreet掲載）Goldman Sachs revamps Brent crude forecast for the rest of 2026https://www.thestreet.com/investing/goldman-sachs-revamps-brent-crude-forecast-for-the-rest-of-2026・Goldman Sachs（BOE Report掲載）Goldman Sachs raises Q4 Brent, WTI crude price forecast amid longer Hormuz disruptionhttps://boereport.com/2026/03/11/goldman-sachs-raises-q4-brent-wti-crude-price-forecast-amid-longer-hormuz-disruption/・Bloomberg Stock Market Today: Dow, S&P Live Updates for March 19https://www.bloomberg.com/news/articles/2026-03-18/stock-market-today-dow-s-p-live-updates-・AP通信（News-Herald掲載）DOJ investigation into Powell could backfire on Trump and keep Fed chair in officehttps://www.news-herald.com/2026/03/19/federal-reserve-powell-investigation-backfire/・Bloomberg Opinion Jerome Powell Decides to Stay Put at the Fedhttps://www.bloomberg.com/opinion/articles/2026-03-19/jerome-powell-decides-to-stay-put-at-the-fed・CNBC Fed interest rate decision March 2026: Holds rates steadyhttps://www.cnbc.com/2026/03/18/fed-interest-rate-decision-march-2026.html・CNBC Stock market today: Live updates（Macquarie利上げ予測）https://www.cnbc.com/2026/03/18/stock-market-today-live-updates.html・Yahoo Finance Fed meeting live updateshttps://finance.yahoo.com/news/live/fed-meeting-live-updates-federal-reserve-holds-rates-steady-forecasts-1-rate-cut-in-2026-180216872.html・Charles Schwab Fed Holds Rates Steady, Still Sees One Cut in 2026https://www.schwab.com/learn/story/fomc-meeting・CBS News Trump explains why he kept Japan in the dark on Iran strikeshttps://www.cbsnews.com/news/trump-pearl-harbor-meeting-japanese-prime-minister/・PBS WATCHhttps://www.pbs.org/newshour/world/watch-live-trump-meets-with-japanese-prime-minister-sanae-takaichi-at-the-white-house・Al Jazeera https://www.aljazeera.com/news/2026/3/19/trump-references-pearl-harbor-during-meeting-with-japanese-pm-on-iran-war・NBC https://www.nbcnews.com/world/asia/iran-war-trump-japan-prime-minister-takaichi-white-house-rcna264247・Bloomberg https://www.bloomberg.com/news/articles/2026-03-17/how-tariff-threats-got-japan-south-korea-to-promise-billions-in-us-investments・NPR https://www.npr.org/2026/03/19/nx-s1-5747128/private-credit-equity-jamie-dimon-wall-street・CNBChttps://www.cnbc.com/2026/03/19/uber-rivian-robotaxi.html・Bloomberg https://www.bloomberg.com/news/articles/2026-03-19/uber-to-invest-up-to-1-25-billion-in-rivian-in-robotaxi-deal・Axios https://www.axios.com/2026/03/19/uber-rivian-robotaxi・Fortune https://fortune.com/2026/03/19/uber-robotaxi-fleet-rivian-r2/・Advisor Perspectives Philadelphia Fed Manufacturing Index: Activity Continued to Expand in Marchhttps://www.advisorperspectives.com/dshort/updates/2026/03/19/philadelphia-fed-manufacturing-index-march-2026・Charles Schwab Market Updatehttps://www.schwab.com/learn/story/stock-market-update-open-----#聞く経済ニュース #原油価格 #ホルムズ海峡 #FRB #プライベートクレジット-----