EPISODE · Jul 2, 2026 · 6 MIN
外国人が日本株・債券を同時売り越し|2026年6月21-27日 / 財務省 / 対外及び対内証券売買契約等の状況
from Nakajima Quant Desk - Japanese
財務省が発表した週次資金フローデータ(6/21-6/27)を徹底解説。海外勢による日本株の1兆8165億円売り越し、中長期債の4937億円売り越しが同時発生。ドル円161.67円という円安環境下での「株・債券同時売り」の構造的背景と、今後の市場への含意を深掘りします。 ▶️ YouTube本編動画: https://youtu.be/y9YVQA3Cq0Q
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外国人が日本株・債券を同時売り越し|2026年6月21-27日 / 財務省 / 対外及び対内証券売買契約等の状況
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