午前８時半から取引が始まったシンガポール市場で、日経平均先物は一時、心理的な節目の４万円を超えた。トランプ米大統領が日本からの輸入品に対する関税率を15％にすることで合意したと公表し、米国が８月１日から実施すると従来示していた25％よりも低くなること ...

参議院選挙が終わり、次は与党の政権運営と政策に焦点が移ります。三井住友ＤＳアセットマネジメントの市川雅浩チーフマーケットストラテジストは、仮に政府が市場の想定以上に財政支出を拡大した場合、「債券・株式・円のトリプル安などネガティブな反応が先行しつつ、減税などによる消費の下支え効果が徐々に好感されていくのではないか」とみていました。

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