米国とイランの緊張「原油×インフレ」の相関

from NEXT投資ワード / 未来を読み解く · host Stock Innovation

中東で高まる緊張。投資家が見るべきは、ミサイルの数ではなく「ホルムズ海峡」と「WTI原油先物」の価格です。今回のNEXT投資ワードは『地政学プレミアム』。紛争リスクが原油価格に上乗せされることで、鎮静化したはずのインフレが再燃し、FRBの利下げシナリオが崩れる――。遠い国の紛争が、なぜ手元のハイテク株を売り叩くトリガーになるのか？「有事の金（ゴールド）」や防衛関連株への資金シフトを含め、リスクオフ局面の立ち回りを雀松朱司が解説します。VOICEVOX:雀松朱司

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米国とイランの緊張「原油×インフレ」の相関

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This episode was published on February 21, 2026.

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