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jinshiro
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jinshiro
@jinshiro_
月極定礎ホールディングスで怪しい事やっております?*月極定礎ホールディングス https://t.co/DwmSRS5GzD 又、テラメント株式会社傘下の企業でも怪しい事やっております?テラメント株式会社https://t.co/fcRT4ucOXG
Katılım Şubat 2010
1.3K Takip Edilen1K Takipçiler
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JPモルガン主導の銀行団、含み損5億ドル超も-ソフト会社向け債権で bloomberg.com/jp/news/articl…
日本語
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大成建設、協力会社への支払い条件見直し-資本金3億円以下対象に bloomberg.com/jp/news/articl…
日本語
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中国商品市況、化学品・鉄鋼上昇もエネルギー軟調
logi-today.com/947859
トラックや倉庫に使う鋼材、包装材の原料価格が上がれば、輸送やモノづくりのコストにも影響。中国の商品市況は、アジアのサプライチェーン全体を映す“体温計”になりつつある。
日本語
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BREAKING: Investors bought +$8.7 billion of US equities last week, the first net purchase in 3 weeks.
ETFs accounted for +$6.8 billion of this total, the highest since data began in 2017, with single stocks contributing an additional +$1.9 billion.
8 of 11 sectors saw inflows, with Technology, Consumer Discretionary, and Materials posting outflows.
Institutional investors led the buying activity at +$6.9 billion, their first weekly purchase in 4 weeks.
At the same time, hedge funds bought +$1.2 billion while retail investors added +$602 million.
Institutional investors are piling into equities.

English
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Global Central Bank Update:
-Norway hiked rates for the first time since 2023, 25 bps move up to 4.25%.
bilello.blog/newsletter

English
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BREAKING: Saudi Arabia and Kuwait have reversed their decision to restrict the US military's use of their bases and airspace for "Project Freedom," per WSJ.
Details include:
1. Earlier this week, Saudi Arabia and Kuwait reportedly blocked the US from using their bases and airspace for military operations to reopen the Strait of Hormuz
2. Now that the decision has been reversed, President Trump is looking to "restart" Project Freedom
3. The US operation relies on a large fleet of aircraft to protect commercial ships, making Saudi and Kuwaiti bases and airspace critical to its execution
US oil prices are surging on the news.
English
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第一三共ヘルスケア、OTC医薬品を値上げ-logi-today.com/947801
第一三共ヘルスケア、OTC医薬品19品目を6月から値上げ。物流費や原材料高騰が長期化し最大46%改定、容量変更も実施し実質負担増へ。
日本語
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米30年住宅ローン金利6.37%に上昇、新規物件の増加が販売上回る bloomberg.com/jp/news/articl…
日本語
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敷島製パン、物流費・包装資材高騰で値上げ
logi-today.com/947853
敷島製パンは7月から一部商品の価格を3-9%引き上げる。包装資材や人件費に加え、物流費の上昇も重荷となっている。
日本語
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イラン、米国のホルムズ海峡合意を「非現実的」として拒否
イランの高官モフセン・レイザエイ氏は、テヘランは戦争被害に対する賠償が含まれない限り、ホルムズ海峡の再開を目的とした米国の計画を受け入れないと述べた。
金銀は📉
*Walter Bloomberg@DeItaone
IRAN REJECTS U.S. STRAIT OF HORMUZ DEAL AS ‘UNREALISTIC’ Senior Iranian official Mohsen Rezaei said Tehran will not accept a U.S. plan to reopen the Strait of Hormuz unless it includes reparations for war damage. He rejected Washington’s proposed framework, saying Iran will not accept symbolic concessions and insists on “tangible benefits” in any agreement. Rezaei added that Iran will continue its “resistance,” signaling no softening in its stance despite ongoing negotiations.
日本語
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IRAN REJECTS U.S. STRAIT OF HORMUZ DEAL AS ‘UNREALISTIC’
Senior Iranian official Mohsen Rezaei said Tehran will not accept a U.S. plan to reopen the Strait of Hormuz unless it includes reparations for war damage.
He rejected Washington’s proposed framework, saying Iran will not accept symbolic concessions and insists on “tangible benefits” in any agreement.
Rezaei added that Iran will continue its “resistance,” signaling no softening in its stance despite ongoing negotiations.
English
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コープデリ、ナフサ不足波及で供給制限対応-logi-today.com/947423
コープデリ、中東情勢影響でナフサ由来資材不足が深刻化。宅配や店舗で数量制限や欠品対応の可能性。包装資材や燃料制約が生活物流全体に波及し供給不安が拡大。
日本語
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赤沢経産相、EU産業加速法案に「強く是正求めた」-日本製EV排除に懸念 bloomberg.com/jp/news/articl…
日本語









