【3/20】原油もジェット燃料も史上最高値 現物市場が映す危機の深層

ホルムズ海峡封鎖により原油現物カーゴが史上最高値を更新。FRB金利据え置きとパウエル議長の留任表明、トランプ大統領の真珠湾発言が波紋を広げた日米首脳会談、プライベートクレジット市場の動揺、Uber・Rivianロボタクシー提携など注目トピックを解説。

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・ドバイ原油166ドル・ジェット燃料220ドル 現物カーゴ価格が先物を凌駕し史上最高値を更新

・パウエルFRB議長が任期後も留任を表明 DOJ捜査が裏目でウォーシュ後任承認が停滞

・FOMC金利据え置き3.5〜3.75% Macquarieは次のFRBの動きを利上げと予測

・トランプ大統領が真珠湾に言及し波紋 高市早苗首相との日米首脳会談でホルムズ海峡問題が焦点に

・プライベートクレジット3兆ドル市場で資金流出が加速 AI不安と重なり上場大手が軒並み急落

・Uberが最大12.5億ドルを投資しRivianとロボタクシー5万台展開で提携

・フィラデルフィア連銀製造業指数が18.1に上昇し予想を大幅に上回る

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・Reuters（U.S. News掲載）Prices for Oil, Fuel Cargoes Smash Record Highs as Iran War Chokes Middle East Supply

https://money.usnews.com/investing/news/articles/2026-03-19/prices-for-oil-fuel-cargoes-smash-record-highs-as-iran-war-chokes-middle-east-supply

・Argus Media Epic Fury fires global jet prices to new heights

https://www.argusmedia.com/en/news-and-insights/market-opinion-and-analysis-blog/iran-conflict-global-jet-fuel-price-spike

・Goldman Sachs forecast（TheStreet掲載）Goldman Sachs revamps Brent crude forecast for the rest of 2026

https://www.thestreet.com/investing/goldman-sachs-revamps-brent-crude-forecast-for-the-rest-of-2026

・Goldman Sachs（BOE Report掲載）Goldman Sachs raises Q4 Brent, WTI crude price forecast amid longer Hormuz disruption

https://boereport.com/2026/03/11/goldman-sachs-raises-q4-brent-wti-crude-price-forecast-amid-longer-hormuz-disruption/

・Bloomberg Stock Market Today: Dow, S&P Live Updates for March 19

https://www.bloomberg.com/news/articles/2026-03-18/stock-market-today-dow-s-p-live-updates-

・AP通信（News-Herald掲載）DOJ investigation into Powell could backfire on Trump and keep Fed chair in office

https://www.news-herald.com/2026/03/19/federal-reserve-powell-investigation-backfire/

・Bloomberg Opinion Jerome Powell Decides to Stay Put at the Fed

https://www.bloomberg.com/opinion/articles/2026-03-19/jerome-powell-decides-to-stay-put-at-the-fed

・CNBC Fed interest rate decision March 2026: Holds rates steady

https://www.cnbc.com/2026/03/18/fed-interest-rate-decision-march-2026.html

・CNBC Stock market today: Live updates（Macquarie利上げ予測）

https://www.cnbc.com/2026/03/18/stock-market-today-live-updates.html

・Yahoo Finance Fed meeting live updates

https://finance.yahoo.com/news/live/fed-meeting-live-updates-federal-reserve-holds-rates-steady-forecasts-1-rate-cut-in-2026-180216872.html

・Charles Schwab Fed Holds Rates Steady, Still Sees One Cut in 2026

https://www.schwab.com/learn/story/fomc-meeting

・CBS News Trump explains why he kept Japan in the dark on Iran strikes

https://www.cbsnews.com/news/trump-pearl-harbor-meeting-japanese-prime-minister/

・PBS WATCH

https://www.pbs.org/newshour/world/watch-live-trump-meets-with-japanese-prime-minister-sanae-takaichi-at-the-white-house

・Al Jazeera

https://www.aljazeera.com/news/2026/3/19/trump-references-pearl-harbor-during-meeting-with-japanese-pm-on-iran-war

・NBC

https://www.nbcnews.com/world/asia/iran-war-trump-japan-prime-minister-takaichi-white-house-rcna264247

・Bloomberg

https://www.bloomberg.com/news/articles/2026-03-17/how-tariff-threats-got-japan-south-korea-to-promise-billions-in-us-investments

・NPR

https://www.npr.org/2026/03/19/nx-s1-5747128/private-credit-equity-jamie-dimon-wall-street

・CNBC

https://www.cnbc.com/2026/03/19/uber-rivian-robotaxi.html

・Bloomberg

https://www.bloomberg.com/news/articles/2026-03-19/uber-to-invest-up-to-1-25-billion-in-rivian-in-robotaxi-deal

・Axios

https://www.axios.com/2026/03/19/uber-rivian-robotaxi

・Fortune

https://fortune.com/2026/03/19/uber-robotaxi-fleet-rivian-r2/

・Advisor Perspectives Philadelphia Fed Manufacturing Index: Activity Continued to Expand in March

https://www.advisorperspectives.com/dshort/updates/2026/03/19/philadelphia-fed-manufacturing-index-march-2026

・Charles Schwab Market Update

https://www.schwab.com/learn/story/stock-market-update-open

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#聞く経済ニュース #原油価格 #ホルムズ海峡 #FRB #プライベートクレジット

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