EPISODE · Jun 29, 2026 · 6 MIN
住宅市場に急ブレーキ、M4Lexは月次+0.6Bnまで激減 | 2026年6月29日 / Bank of England / Money and Credit May 2026
from Nakajima Quant Desk - Japanese
英国中央銀行（BOE）が2026年6月29日に発表した2026年5月分のマネー・与信統計を徹底解説。住宅ローン承認件数が56,200件と2023年12月以来の最低水準に急落。M4Lex（民間向け純貸出）はわずか6億ポンドと前月比94%減。一方でM4ex（広義マネー）は拡大し、消費者信用の年率成長率は8.9%と底堅い。強弱混在のデータが示すBOE利下げシナリオへの含意を深掘りします。 ▶️ YouTube本編動画: https://youtu.be/IYNfBM1e2Ro
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住宅市場に急ブレーキ、M4Lexは月次+0.6Bnまで激減 | 2026年6月29日 / Bank of England / Money and Credit May 2026
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