市場はややリスクオン方向に

昨日は原油価格が上昇した。
豪ドルといった資源国通貨も上昇、
グローバルの景気見通しに楽観が広がってきた。
これまで、米中対立から悲観論一色だったが、
米中の貿易協議は更に対立が深まるというよりも、
両者ともより現実的になり、
合意はなくとも改善の方向にある。
英国のブレクジットに関しても、
「合意なき離脱」の可能性はかなり低くなってきた。
どうもこれまでのリスクオフを懸念する相場から、
ゴルディロックス的な状況に変わりつつある。
株価堅調、クロス円堅調シナリオで行きたい。

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