民間マネー半減、公的資金が急浮上 episode artwork

EPISODE · Aug 17, 2026 · 5 MIN

民間マネー半減、公的資金が急浮上

from Nakajima Quant Desk - Japanese

米財務省が発表した6月分TIC(対米証券投資)統計を徹底解説。📊 総流入額は1335億ドルと5月とほぼ横ばいですが、内訳では民間投資家の純流入が1714億ドルから850億ドルへほぼ半減。📉 一方で外国公的機関は399億ドルの流出から484億ドルの流入へ反転し、株式購入は138億ドルから367億ドルへ2.7倍に急増しました。📈 米国債への民間需要低下と、株式への資金集中という二つの潮流が、ドル・米国債・株式市場に何を示唆するのか。💡 次回7月分データは2026年9月16日発表予定です。 ▶️ YouTube本編動画: https://youtu.be/e9rJnKCGlq4

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民間マネー半減、公的資金が急浮上

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