日銀議事要旨公表。利上げ慎重発言や昨晩のS&P上昇を受け、日経平均は一時38,000円回復。トランプ大統領の自動車関税等の影響は如何に_2025/3/25相場雑感

昨晩は製造業のPMIが悪いながらもサービス業好調もあり、米国S＆Pが上昇。ドルVIXも大きく下落し、円安基調が継続。これらのサポート材料に加え、日銀議事要旨における利上げ慎重等の複数発言を受け、日経平均は一時38,000円回復。上レンジ奪還間近も、トランプ大統領の自動車、木材、半導体関税等のマイナス面が懸念。 Last night, despite weak Manufacturing PMI, the strong performance in the services sector supported a rise in the U.S. S&P 500. The Dollar VIX also saw a significant decline, maintaining the yen's depreciation trend. In addition to these supportive factors, cautious remarks regarding interest rate hikes in the BOJ (Bank of Japan) meeting minutes fueled optimism, temporarily pushing the Nikkei 225 above 38,000 points. While the index is close to reclaiming its upper range, concerns remain over negative impacts from former President Trump’s tariffs on automobiles, lumber, and semiconductors.