ユーロ圏ECBドネリー氏の講演

イギリス住宅ローン前四半期比

ドイツ10年物国債入札

アメリカMBA購入指数

The British pound rose toward $1.35, its strongest level since February 2022, as traders scaled back expectations for further BoE rate cuts following hotter-than-expected inflation data. Annual inflation accelerated to 3.5%, the highest since January 2024, surpassing both the 3.3% forecast and the BoE’s 3.4% projection, and remaining well above the 2% target, driven by rising energy, gas, and administered prices. Notably, services inflation, closely monitored by the BoE, jumped to 5.4% from 4.7%, signaling persistent underlying pressures. As a result, markets now price in just one more 25bps cut by year-end, with the probability of an August cut falling to 40% from 60%. Earlier in May, the BoE lowered rates by 25bps, though the decision was divided: two members favored a deeper cut to 4%, while two voted to hold.

British Pound Strengthens to 3-Year High

The Nikkei 225 fell 214 points or 0.6% to close at 37,315 on Wednesday, following small gains in the previous session. The decline followed fresh trade data showing Japan’s exports grew at the slowest pace in seven months in April, as rising U.S. tariffs began to weigh. Exports to the U.S. fell for the first time in four months, driven by weaker demand for automobiles, steel, and ships. According to the Nikkei newspaper, lead trade negotiator Ryosei Akazawa is set to visit the U.S. on Friday for a third round of talks, seeking the removal of U.S. levies, instead of a reduction. Meanwhile, the broader Topix index slipped 0.3%, giving up early gains as U.S. futures dropped sharply and doubts grew over the sustainability of Wall Street’s recent rally. Among the notable laggards were Sopo Holdings (-6.6%), Tokio Marine Holdings (-3.2%), Advantest Corp. (-2.5%), and Sony Group Corp. (-1.8%). In contrast, Toyota Motor edged up 0.1% after launching a new software system in its revamped RAV4.

Japan Stocks Drop 0.6% at Finish

The S&P/ASX 200 Index climbed 0.5% to close at 8,387 on Wednesday, marking its second straight session of gains, after the Reserve Bank of Australia cut its cash rate by 25 basis points amid easing inflation. Australian equities reached their highest level in over three months, fueled by hopes of further rate cuts following the second reduction this year on Tuesday. Almost all sectors traded in the green, led by energy, followed by healthcare, communication services, utilities, and financials. The real estate sector also posted a modest gain after the Big Four banks announced plans to cut home loan interest rates by 25 basis points in response to the RBA's move. Among notable gainers, Perseus Mining surged 9%, Emerald Resources jumped 8.6%, SEEK soared 7%, while Genesis Minerals and Evolution Mining each rose 6.3%.

ASX Rises to Close Over 3-Month High

Industries in Sweden operated at 88% capacity in the first quarter of 2025, up by 0.5 percentage points from 87.5% in the previous period. Still, the reading remained below the 100% threshold, indicating underutilization. The biggest drop in shares of reason for lower capacity utilization was in the “other” category, which fell from 13.5% to 10.6%. Meanwhile, the largest gain came from “production disruptions,” up from 23.2% to 26.1%. On a yearly basis, capacity utilization fell by 0.6 percentage points to a calendar-adjusted 88.2% in Q1 .

話題の銘柄と投資戦略を提供します

タイムリーなニュースや経済イベント＆アイデアで、賢く投資を。

最新ニュース