【2/26】アジア通貨16カ月ぶり高値 ドル離れ加速の背景

アジア通貨指数が16カ月ぶり高値を記録。米最高裁の関税判決を受けたドル減価取引の加速、人民元の安定上昇、米国株から750億ドル流出の実態を解説。FRB議長交代と今後のシナリオを分析します。

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・ブルームバーグ・アジア通貨指数が16カ月ぶり高値を記録した背景

・米最高裁がIEEPA関税を違憲判断、トランプ政権は第122条で15%関税を発動

・「ドル減価取引」とは何か、38兆ドルの米国債務が招く構造変化

・米国株から750億ドル流出、アジア新興市場へ80億ドル流入の実態

・人民元が34カ月ぶり高値、中国人民銀行の通貨安定政策を読み解く

・インドネシアが点心債を発行、ASEAN諸国のドル依存脱却が加速

・ワーシュ次期FRB議長の指名と2026年金融政策の展望

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・Bloomberg "Asia Currencies Rise to 16-Month High on Weaker US Dollar, China Yuan Gains"

https://www.bloomberg.com/news/articles/2026-02-25/weak-dollar-yuan-gain-propel-asian-currencies-to-16-month-high

・The Budget Lab at Yale "State of Tariffs: February 21, 2026"

https://budgetlab.yale.edu/research/state-tariffs-february-21-2026

・Lombard Odier "What US tariff policy shifts and Middle East risks mean for markets"

https://www.lombardodier.com/insights/2026/february/what-us-tariff-policy-shifts.html

・FinancialContent "The Great Debasement: Gold and Silver Shatter Records as Fiscal Uncertainty Grips Global Markets"

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-25-the-great-debasement-gold-and-silver-shatter-records-as-fiscal-uncertainty-grips-global-markets

・CNBC "'This is sell America' — U.S. dollar, Treasury prices tumble and gold spikes as globe flees U.S. assets"

https://www.cnbc.com/2026/01/20/sell-america-trade-dollar-treasury-gold-us-trump-greenland.html

・MarketScreener "Asia is comfortably outperforming Wall Street in 2026"

https://www.marketscreener.com/news/asia-is-comfortably-outperforming-wall-street-in-2026-ce7e5cdbdc8df323

・Markets Group "Investors shift from U.S. to Asia as PE funds eye return to China"

https://www.marketsgroup.org/news/investors-shift-from-u-s-to-asia-as-pe-funds-eye-return-to-china

・Trading Economics "Chinese Yuan"

https://tradingeconomics.com/china/currency

・FXStreet "USD/CNY: Gradual decline toward 6.7 – TD Securities"

https://www.fxstreet.com/news/usd-cny-gradual-decline-toward-67-td-securities-202602252342

・ING "CNY at a glance: what next as the yuan moves below the critical 7.00 threshold?"

https://think.ing.com/articles/cny-at-a-glance-whats-next-as-the-cny-moves-below-the-critical-7-threshold/

・CNBC "China leaves benchmark lending rates unchanged as Beijing signals tolerance for stronger yuan"

https://www.cnbc.com/2026/02/24/china-central-bank-pboc-loan-prime-rates-yuan-strength-growth-slows.html

・Bloomberg "Indonesia Offers Offshore Yuan Bond as Fiscal Concerns Grow"

https://www.bloomberg.com/news/articles/2026-02-25/indonesia-offers-offshore-yuan-bond-as-fiscal-concerns-grow

・J.P. Morgan "What's The Fed's Next Move?"

https://www.jpmorgan.com/insights/global-research/economy/fed-rate-cuts

・iShares "Fed Outlook 2026: Rate Forecasts and Fixed Income Strategies"

https://www.ishares.com/us/insights/fed-outlook-2026-interest-rate-forecast

・Societe Generale "Asia's 2026 Market Outlook: Resilience amid rotation"

https://www.societegenerale.asia/en/newsroom/press-releases/press-releases-details/news/asias-2026-market-outlook-resilience-amid-rotation/

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#アジア通貨 #ドル安 #人民元 #米国売り #聞く経済ニュース

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