アメリカポールソンFRB議長の演説

アメリカ6年OATオークション

アメリカカシュカリ連銀の講演

日本外債投資

US crude oil inventories rose by 3.524 million barrels in the week ending October 10, 2025, following a 2.78 million-barrel build the previous week. The increase far exceeded market expectations of a modest 0.12 million-barrel rise, marking the largest weekly gain since early July.

US Crude Inventories Post Largest Weekly Gain Since July

Gasoline decreased to 1.80 USD/Gal, the lowest since February 2021. Over the past 4 weeks, Gasoline lost 10.92%, and in the last 12 months, it decreased 11.65%.

Gasoline Hits 4-1/2-year Low

US heating oil futures fell toward $2.16 per gallon, hitting a four-month low as falling crude oil feedstock costs outweighed support from a tight distillate complex. Crude stocks rose 3.52 million barrels in the week ending October 10th, well above the 0.12 million-barrel consensus, fueling concerns about weak demand amid ongoing US–China trade tensions. Additionally, global supply expectations remain robust as OPEC+ and non-OPEC output expands, continuing to pressure crude lower. However, heating oil outperformed most oil benchmarks as the latest EIA weekly report undercut the narrative of abundant supply. Distillate stocks fell 4.53 million barrels, following a 2.02 million-barrel draw the prior week, leaving inventories further below the seasonal average. Heating oil inventories also drew about 4.0 million barrels, adding additional strain to the refined-product market.

Heating Oil Hits 4-Month Low

The yield on the US 10-year Treasury fell back below 4% on Thursday, reversing a short-lived rebound earlier in the session and edging toward a one-year low as investors reassessed economic weakness and the monetary policy outlook. The Philadelphia Fed Manufacturing Index slumped 36 points to –12.8, well below expectations, highlighting softening activity and raising concerns about broader economic growth, which pushed demand for longer-dated Treasuries higher. The ongoing US government shutdown has delayed key economic releases, including the September CPI, further clouding the Fed’s policy path. Futures markets are pricing in nearly certain 25-basis-point rate cuts at the October and December meetings, reflecting expectations that the central bank will continue easing in response to slowing activity. Additional commentary from Fed officials, coupled with the prospect of reduced quantitative tightening, have further pressured long-end yields.

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