対米黒字が9カ月連続縮小、原油輸入超急増 | 2026年9月16日 / 財務省 / 貿易統計速報(8月分) episode artwork

EPISODE · Sep 16, 2026 · 4 MIN

対米黒字が9カ月連続縮小、原油輸入超急増 | 2026年9月16日 / 財務省 / 貿易統計速報(8月分)

from Nakajima Quant Desk - Japanese

財務省が発表した令和8年8月分貿易統計速報を徹底分析。 📊 貿易収支は▲1兆1,056億円の赤字(4カ月連続) 💡 だが本当の注目点は対米収支。黒字は9カ月連続でYoY縮小し、8月はわずか703億円まで消滅寸前 ⚠️ その震源は対米原油輸入が前年比+1026.6%という異常急増 📈 一方で半導体・自動車輸出は堅調を維持 日米貿易摩擦の構図、そして円相場・日銀政策への含意を、数字の裏側からフラットに解説します。 ▶️ YouTube本編動画: https://youtu.be/yrwrsVNMsxc

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対米黒字が9カ月連続縮小、原油輸入超急増 | 2026年9月16日 / 財務省 / 貿易統計速報(8月分)

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