{"id":8339,"date":"2019-08-18T20:05:10","date_gmt":"2019-08-18T11:05:10","guid":{"rendered":"https:\/\/www.globalmacroresearch.org\/jp\/?p=8339"},"modified":"2019-08-17T21:23:42","modified_gmt":"2019-08-17T12:23:42","slug":"%e4%b8%96%e7%95%8c%e6%9c%80%e5%a4%a7%e3%81%ae%e3%83%98%e3%83%83%e3%82%b8%e3%83%95%e3%82%a1%e3%83%b3%e3%83%89%e3%80%81%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%82%92%e5%a4%a7","status":"publish","type":"post","link":"https:\/\/www.globalmacroresearch.org\/jp\/archives\/8339","title":{"rendered":"\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5927\u5e45\u30ea\u30b9\u30af\u30aa\u30d5\u3078"},"content":{"rendered":"\n<p>\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u306b\u3088\u308c\u3070\u3001\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u7387\u3044\u308b\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001Bridgewater\u304c\u7c73\u56fd\u682a\u3084\u65b0\u8208\u56fd\u682a\u306e\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5927\u5e45\u306b\u6e1b\u3089\u3057\u3066\u3044\u308b\u30027\u6708\u306eFOMC\u4f1a\u5408\u4ee5\u6765\u682a\u5f0f\u5e02\u5834\u304c\u8352\u308c\u308b\u4e2d\u3001\u306a\u304b\u306a\u304b\u8208\u5473\u6df1\u3044\u52d5\u304d\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<!--more-->\n\n\n\n<p>\u5148\u305a\u3001\u5c11\u3057\u524d\u306e\u30c0\u30ea\u30aa\u6c0f\u306e\u52d5\u304d\u304b\u3089\u5fa9\u7fd2\u3057\u3066\u304a\u3053\u3046\u30022018\u5e74\u521d\u3081\u3001\u4e16\u754c\u540c\u6642\u682a\u5b89\u3088\u308a\u3082\u524d\u3060\u304c\u3001\u682a\u5f0f\u5e02\u5834\u306f\u6025\u9a30\u3057\u3066\u3044\u305f\u3002\u7279\u306b\u6839\u62e0\u306e\u306a\u3044\u4e0a\u3052\u3060\u3063\u305f\u306e\u3067\u7b46\u8005\u306f\u508d\u89b3\u3057\u3066\u3044\u305f\u304c\u3001\u30c0\u30ea\u30aa\u6c0f\u306f1\u6708\u306b\u30c0\u30dc\u30b9\u4f1a\u8b70\u3067\u304b\u306a\u308a\u5f37\u3044\u8868\u73fe\u3067\u682a\u9ad8\u4e88\u60f3\u3092\u8868\u660e\u3057\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/7260\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e2018\u5e74\u682a\u5f0f\u5e02\u5834\u4e0a\u6607\u4e88\u60f3\u300c\u73fe\u91d1\u4fdd\u6709\u306f\u99ac\u9e7f\u3092\u898b\u308b\u300d (2018\/1\/24)<\/a><\/li><\/ul>\n\n\n\n<p>\u3057\u304b\u3057\u3053\u306e\u30c0\u30ea\u30aa\u6c0f\u306e\u767a\u8a00\u306e\u76f4\u5f8c\u30011\u56de\u76ee\u306e\u4e16\u754c\u540c\u6642\u682a\u5b89\u304c\u8d77\u304d\u308b\u3053\u3068\u3068\u306a\u308b\u3002<\/p>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u306f\u4e0b\u843d\u958b\u59cb\u76f4\u5f8c\u306f\u610f\u898b\u3092\u5909\u3048\u305a\u3001\u305f\u3060\u306e\u8abf\u6574\u3060\u3068\u4e3b\u5f35\u3057\u305f\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/7332\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9: \u4e16\u754c\u540c\u6642\u682a\u5b89\u306f\u53d6\u308b\u306b\u8db3\u3089\u306a\u3044\u4e00\u6642\u7684\u8abf\u6574 (2018\/2\/7)<\/a><\/li><\/ul>\n\n\n\n<p>\u3057\u304b\u3057\u305d\u306e\u3059\u3050\u5f8c\u3067\u30c0\u30ea\u30aa\u6c0f\u306f\u610f\u898b\u3092180\u5ea6\u8ee2\u63db\u3055\u305b\u308b\u3053\u3068\u306b\u306a\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/7383\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001\u682a\u9ad8\u4e88\u60f3\u3092\u64a4\u56de\u3001\u4e16\u754c\u540c\u6642\u682a\u5b89\u306f\u6570\u65e5\u3067\u306f\u7d42\u308f\u3089\u306a\u3044 (2018\/2\/13)<\/a><\/li><\/ul>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u306f\u9593\u9055\u3063\u305f\u306e\u3060\u304c\u3001\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u306f\u9593\u9055\u3044\u3092\u5373\u5ea7\u306b\u4fee\u6b63\u3067\u304d\u308b\u30c0\u30ea\u30aa\u6c0f\u306e\u6f54\u3055\u3092\u8a55\u4fa1\u3057\u305f\u3044\u3002\u30b8\u30e7\u30fc\u30b8\u30fb\u30bd\u30ed\u30b9\u6c0f\u3082\u3001\u81ea\u5206\u306f\u3057\u3070\u3057\u3070\u9593\u9055\u3048\u308b\u304c\u3001\u91cd\u8981\u306a\u306e\u306f\u9593\u9055\u3048\u305f\u6642\u306b\u3069\u3046\u5bfe\u51e6\u3059\u308b\u304b\u3060\u3068\u3088\u304f\u4e3b\u5f35\u3057\u3066\u3044\u305f\u3002<\/p>\n\n\n\n<p>\u3055\u3066\u3001\u305d\u306e\u5f8c\u682a\u5f0f\u5e02\u5834\u306f\u4e00\u5ea6\u6301\u3061\u76f4\u3057\u305f\u304c\u3001\u30c0\u30ea\u30aa\u6c0f\u306f\u3082\u3046\u8ff7\u308f\u306a\u304b\u3063\u305f\u3088\u3046\u3060\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/7630\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001\u682a\u5f0f\u8cb7\u3044\u6301\u3061\u3092\u5927\u5e45\u6e1b\u984d\u3001\u7a7a\u58f2\u308a\u5897\u5f37\u304b (2018\/5\/16)<\/a><\/li><\/ul>\n\n\n\n<p>\u305d\u3057\u3066\u5e02\u5834\u306f2018\u5e74\u5f8c\u534a\u306e\u4e16\u754c\u540c\u6642\u682a\u5b89\u3078\u3068\u7e4b\u304c\u3063\u3066\u3086\u304f\u3002<\/p>\n\n\n\n<p><strong>2019\u5e74\u306e\u30c0\u30ea\u30aa\u6c0f\u306e\u30dd\u30b8\u30b7\u30e7\u30f3<\/strong><\/p>\n\n\n\n<p>\u3055\u3066\u3001\u3067\u306f\u305d\u306e\u5f8c\u30c0\u30ea\u30aa\u6c0f\u306f\u3069\u3046\u3057\u3066\u3044\u308b\u306e\u3060\u308d\u3046\u304b\uff1f<\/p>\n\n\n\n<p>Form 13F\u306b\u3088\u308c\u3070\u30012019\u5e74\u306e\u521d\u982d\u306b\u306f\u682a\u5f0f\u306e\u8cb7\u3044\u6301\u3061\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5897\u3084\u3057\u3066\u3044\u305f\u3088\u3046\u3067\u3042\u308b\u3002Form 13F\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u308b\u30c0\u30ea\u30aa\u6c0f\u306e\u4e3b\u306a\u8cb7\u3044\u6301\u3061\u306f\u3001\u7c73\u56fd\u682a\u6307\u6570\u306eETF\u3068\u65b0\u8208\u56fd\u682a\u306eETF\u3067\u3042\u308a\u30013\u6708\u672b\u306e\u30c7\u30fc\u30bf\u3067\u306f\u65b0\u8208\u56fd\u682aETF\u306e\u65b9\u304c\u5927\u5e45\u306b\u5897\u984d\u3055\u308c\u3066\u3044\u305f\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u30576\u6708\u672b\u306e\u3082\u306e\u3068\u306a\u308b\u4eca\u56de\u306e\u30c7\u30fc\u30bf\u3067\u306f\u3001\u3053\u306e\u5897\u984d\u5206\u304c\u5927\u5e45\u306b\u6e1b\u984d\u3055\u308c\u3066\u3044\u308b\u3002\u5177\u4f53\u7684\u306b\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u306a\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>iShares Core MSCI Emerging Markets ETF:<\/strong> 21\u5104\u30c9\u30eb -> 12\u5104\u30c9\u30eb<\/li><li><strong>iShares MSCI Emerging Markets ETF:<\/strong> 31\u5104\u30c9\u30eb -> 11\u5104\u30c9\u30eb<\/li><li><strong>Vanguard FTSE Emerging Markets ETF:<\/strong> 31\u5104\u30c9\u30eb -> 20\u5104\u30c9\u30eb<\/li><\/ul>\n\n\n\n<p>\u307e\u305f\u3001\u7c73\u56fd\u682aETF\u306e\u65b9\u3082\u5fae\u6e1b\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>SPDR S&amp;P 500 ETF:<\/strong> 23\u5104\u30c9\u30eb -> 20\u5104\u30c9\u30eb<\/li><\/ul>\n\n\n\n<p>Bridgewater\u306f\u307e\u3055\u306b\u4e16\u754c\u3067\u4e00\u756a\u5927\u304d\u3044\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3067\u3042\u308a\u3001\u3053\u308c\u3060\u3051\u306e\u8cc7\u91d1\u3092\u8e8a\u8e87\u306a\u304f\u8fc5\u901f\u306b\u52d5\u304b\u3059\u3042\u305f\u308a\u306f\u6d41\u77f3\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<p>Form 13F\u3067\u306f\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3057\u304b\u5206\u304b\u3089\u305a\u3001Bridgewater\u306e\u7a7a\u58f2\u308a\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u3069\u3046\u306a\u3063\u3066\u3044\u308b\u306e\u304b\u307e\u3067\u306f\u5206\u304b\u3089\u306a\u3044\u3002\u3057\u304b\u3057\u5c11\u3057\u524d\u306b\u5f31\u6c17\u306e\u76f8\u5834\u89b3\u3092\u8868\u660e\u3057\u3066\u3044\u305f\u3053\u3068\u3092\u8003\u3048\u308c\u3070\u3001\u4eca\u56de\u660e\u3089\u304b\u306b\u306a\u3063\u305f\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u306e\u5927\u5e45\u524a\u6e1b\u3082\u30ea\u30b9\u30af\u30aa\u30d5\u306b\u5099\u3048\u3066\u306e\u3053\u3068\u3060\u3068\u8003\u3048\u3066\u826f\u3044\u3060\u308d\u3046\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/8278\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001\u91cf\u7684\u7de9\u548c\u30d0\u30d6\u30eb\u306e\u9650\u754c\u3068\u91d1\u4fa1\u683c\u4e0a\u6607\u3092\u4e88\u60f3 (2019\/7\/18)<\/a><\/li><\/ul>\n\n\n\n<p>\u30c0\u30ea\u30aa\u6c0f\u306f\u9593\u9055\u3044\u306a\u304f\u4e16\u754c\u6700\u9ad8\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306e1\u4eba\u3067\u3042\u308b\u3002\u3057\u304b\u3057\u5c11\u3057\u3060\u3051\u8a00\u308f\u305b\u3066\u3082\u3089\u3048\u308c\u3070\u3001\u3053\u306e\u72b6\u6cc1\u3067\u8cb7\u3046\u3079\u304d\u306a\u306e\u306f\u65b0\u8208\u56fd\u682a\u3067\u306f\u306a\u304b\u3063\u305f\u306e\u3067\u306f\u306a\u3044\u304b\u3002\u30ea\u30b9\u30af\u30aa\u30d5\u306e\u72b6\u6cc1\u4e0b\u3067\u306f\u3001\u5148\u9032\u56fd\u5e02\u5834\u3088\u308a\u3082\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u65b0\u8208\u56fd\u5e02\u5834\u304b\u3089\u58f2\u3089\u308c\u3066\u3086\u304f\u304b\u3089\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<p>\u500b\u4eba\u7684\u306b\u306f\u3084\u306f\u308a\u3001\u3053\u3046\u3044\u3046\u72b6\u6cc1\u4e0b\u3067\u306f\u70ba\u66ff\u3092\u3044\u3058\u3063\u3066\u3044\u308b\u65b9\u304c\u597d\u307f\u3067\u3042\u308b\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/8321\">\u30c9\u30eb\u5186\u4e0b\u843d\u306e\u539f\u56e0\u3068\u4e16\u754c\u540c\u6642\u682a\u5b89\u306e\u4eca\u5f8c\u306e\u898b\u901a\u3057<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u958b\u793a\u3059\u308bForm 13F\u306b\u3088\u308c\u3070\u3001\u30ec\u30a4\u30fb\u30c0\u30ea\u30aa\u6c0f\u7387\u3044\u308b\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001Bridgewater\u304c\u7c73\u56fd\u682a\u3084\u65b0\u8208\u56fd\u682a\u306e\u8cb7\u3044\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5927\u5e45\u306b\u6e1b\u3089\u3057\u3066\u3044\u308b\u30027\u6708\u306eFOMC\u4f1a\u5408\u4ee5\u6765\u682a\u5f0f\u5e02\u5834\u304c\u8352\u308c\u308b &hellip; <a href=\"https:\/\/www.globalmacroresearch.org\/jp\/archives\/8339\" class=\"more-link\">\u7d9a\u304d\u3092\u8aad\u3080 <span class=\"screen-reader-text\">\u4e16\u754c\u6700\u5927\u306e\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5927\u5e45\u30ea\u30b9\u30af\u30aa\u30d5\u3078<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59,85,111],"tags":[102],"class_list":["post-8339","post","type-post","status-publish","format-standard","hentry","category-us-stock-market","category-chinese-stock-market","category-stock-markets","tag-ray-dalio"],"_links":{"self":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/8339","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/comments?post=8339"}],"version-history":[{"count":4,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/8339\/revisions"}],"predecessor-version":[{"id":8343,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/posts\/8339\/revisions\/8343"}],"wp:attachment":[{"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/media?parent=8339"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/categories?post=8339"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalmacroresearch.org\/jp\/wp-json\/wp\/v2\/tags?post=8339"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}