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主な各カテゴリーの最近の掲載分から、日本語の概要を追加しています。原典のタイトルは原語のまま掲載し、未翻訳の概要は英語で表示します。

詳細な絞り込み

616 件

2024年4月23日IIF

IIF Capital Flows Tracker: April 2024

英語の概要です。日本語版は順次追加しています。

Emerging markets attracted $32.7 billion in portfolio investment in March 2024. Debt inflows of $22.5 billion exceeded the $10.2 billion directed to equities, while Chinese stocks received $1.7 billion. Both asset classes contributed to the positive total, with bonds accounting for the larger share.

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2024年4月4日IIF

Global Macro Views: The BoJ Pivot

英語の概要です。日本語版は順次追加しています。

Ending Japan's extraordinary monetary easing marked a turning point, but full normalization remained distant in April 2024. The Bank of Japan's large government bond holdings and the market effects of yield curve control complicated the transition. Reducing that footprint gradually carried implications for the yen and public finances.

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2024年3月21日IIF

Global Macro Views: The US Productivity Boom

英語の概要です。日本語版は順次追加しています。

Why did US labor productivity accelerate without a comparable improvement in other advanced economies? The March 2024 analysis examines technology, fiscal support and labor flexibility, emphasizing the contribution of sectors built around specialized knowledge. The expansion of online retail also helped explain the gains.

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2024年3月14日IIF

Global Macro Views – Unpacking Recent Labor Market Trends

英語の概要です。日本語版は順次追加しています。

Strong headline job growth concealed a narrow concentration of hiring across sectors in early 2024. Rising layoffs suggested a softer labor market than the aggregate employment figures implied. Combined with the assessment that the recent inflation increase was temporary, that evidence supported an expectation of Federal Reserve rate cuts soon afterward.

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2024年3月7日IIF

Global Macro Views: Another Supply Chain Shock?

英語の概要です。日本語版は順次追加しています。

Conflict in the Middle East was rerouting trade and increasing transport costs in early 2024. Yet purchasing managers' surveys did not show a substantial deterioration in delivery times. The analysis distinguishes rising logistics expenses from a broader supply disruption, while warning that a longer or wider conflict could change that balance.

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2024年3月6日IIF

IIF Capital Flows Tracker – March 2024

英語の概要です。日本語版は順次追加しています。

Equities led emerging market portfolio inflows in February 2024, attracting $17.2 billion of a $22.2 billion total. Debt received $5 billion, while Chinese stocks accounted for $9.6 billion of equity inflows. The breakdown identifies both the importance of stock investment and China's contribution to that month's result.

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2024年2月29日IIF

Global Macro Views: The US Credit Impulse and Growth Disconnect

英語の概要です。日本語版は順次追加しています。

US growth remained resilient even as tighter lending standards slowed the credit impulse in early 2024. Strong household spending and government expenditure helped explain the disconnect between weaker bank lending and continued GDP expansion. Signs of fading consumption momentum nevertheless raised questions about how long that support could last.

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2024年2月22日IIF

Global Macro Views: The Last Mile on the US Inflation Fight

英語の概要です。日本語版は順次追加しています。

US disinflation in early 2024 was uneven across spending categories. Services remained a source of persistent pressure, with shelter helping explain the latest strong consumer price reading. The February assessment connects those remaining inflation pressures to the Federal Reserve's cautious communication, despite progress elsewhere in the price index.

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