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イギリスBOEグリーン演説

中国FDI (年初来) 前年比

ドイツイングランド銀行テイラー氏の演説

The pound is trading around $1.335, following a volatile week that saw sterling plummet over 2%, its sharpest weekly decline since November 2024. The drop was fueled by political uncertainty, as investors weighed the risk of Andy Burnham, viewed as the least market-friendly candidate for bond investors, potentially entering the leadership race to challenge Prime Minister Keir Starmer. Adding to the pressure, inflation fears grew due to stalled negotiations between the US and Iran over reopening the Strait of Hormuz, with President Trump voicing renewed frustration with Tehran. Market expectations now include nearly three Bank of England rate hikes this year. Huw Pill, the BOE’s chief economist, who supported a rate increase at the last meeting, reinforced the case for further tightening last week to counter inflationary pressures from the energy shock linked to the conflict.

Sterling Little-Changed Amid Political and Geopolitical Turmoil

The yield on India’s 10-year G-Sec rose to around 7.13%, extending gains to a six-week high as selling pressure intensified in domestic debt markets amid a sharp jump in global crude prices and US Treasury yields. Government bonds weakened at the start of the week, tracking a broad selloff in global fixed income markets, while Brent crude climbed above $110–$111 per barrel after renewed escalation in US–Iran tensions and reports of an attack on a nuclear facility in the United Arab Emirates. Sentiment was further pressured by US Treasury yields hitting 15-month highs, as investors priced in the risk of persistently high inflation and the possibility of further Federal Reserve tightening. In currency markets, the rupee also touched fresh record lows, heightening concerns that elevated oil prices will inflate India’s import bill and widen the current account deficit.

India 10-Year Yield Hits 6-Week High

The Shangai Composite Index decreased 3 points or 0.08 percent on Monday to close at 4132 points. The decline was led by Sany Heavy Industry (-6.01%), Aluminum Corporation of China (-4.12%) and China Fortune (-3.67%). On the upside, the strongest performers were China United Network (5.15%), China Coal (3.09%) and China Merchants Securities (2.03%).

The Shangai Composite Index Closes 0.08% Lower

UK 10 Year Government Bond Yield increased to 5.19%, the highest since July 2008. Over the past 4 weeks, United Kingdom 10Y Bond Yield gained 35.60 basis points, and in the last 12 months, it increased 52.06 basis points.

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