—- 主なトピック —-
Circle上場
ハーバード留学生、受け入れVISA発行停止→ 日本国内の主要大学等が受け入れ予算計上告知
新日鉄のUSスチール買収→ 戦略投資＋追加設備投資へ
NTTグループ、SBIホールディングスの第三者引き受け１０％程度と、SBI住信ネット銀行の買収で合意、共同記者会見
米国関税 収束点見えず、
鉄・アルミの関税注目
OpenAI､NPO側に軸を戻すか
ウクライナ、ドロンによる長期計画的攻撃によりロシア爆撃機等破壊
中国の、米国関税への対抗措置としてのレアアース対米輸出規制を、リリースか
日本の米、小泉農相に交代後直ぐに古古米放出、随意契約
—- 中長期トレンド —-
日本国債、入札インパクト
EV､全固体電池､水素系FuelCell
建設系、建築費関連インパクト
—
-
Circle Goes Public:
Circle (issuer of the USDC stablecoin) has gone public. -
Harvard Student Visa Suspensions:
Following the suspension of visa issuance for incoming Harvard students, major universities in Japan have announced budget allocations to accept affected students. -
Nippon Steel’s Acquisition of U.S. Steel:
Positioned as a strategic investment, with plans for additional capital investment in facilities. -
NTT Group & SBI Holdings:
NTT has agreed to acquire about 10% of SBI Holdings via third-party allocation and also to acquire SBI Sumishin Net Bank. A joint press conference was held. -
U.S. Tariffs:
No resolution in sight. -
Steel and Aluminum Tariffs:
Remain a key point of focus. -
OpenAI:
Possibly shifting back toward its nonprofit foundation structure. -
Ukraine-Russia War:
Ukraine continues long-term drone attacks, destroying Russian bombers and other military assets. -
China’s Response to U.S. Tariffs:
Possible announcement of restrictions on rare earth exports to the U.S. as a countermeasure. -
Japan’s Rice Reserves:
Following the appointment of new Agriculture Minister Koizumi, aged rice stocks (koko-mai) were released under negotiated contracts (non-public tenders).
— Medium- to Long-Term Trends —
-
Japanese Government Bonds:
Auction outcomes and their market impact. -
Electric Vehicles (EVs):
Growing interest in solid-state batteries and hydrogen-based fuel cell technology. -
Construction Sector:
Ongoing impact of rising construction costs.
