【円安・金利対策に年金資産が使われる？】GPIF割合変更なら円買い圧力も／必要なのは「国富の再定義」対外純資産はもうリスク？／株高は脆弱な国で起きている／ドルを凋落させるのはアメリカ自身【エコラボ】

from TBS CROSS DIG with Bloomberg · host TBS RADIO

市場を騒がせている片山さつき財務大臣の「GPIF発言」。実際にポートフォリオが変更された場合、どれだけ円買い圧力が生じる可能性があるのか？1ドル＝200円との予想もでる中、円安の行方は？いまの株高は失われた30年の再評価？為替のトップエコノミストである唐鎌大輔さんの解説です。（収録は2026年7月14日午前11時すぎ） Learn more about your ad choices. Visit podcastchoices.com/adchoices

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【円安・金利対策に年金資産が使われる？】GPIF割合変更なら円買い圧力も／必要なのは「国富の再定義」対外純資産はもうリスク？／株高は脆弱な国で起きている／ドルを凋落させるのはアメリカ自身【エコラボ】

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