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米消費者信頼感指数が91.7と予想81を大きく上回りました。耐久財受注は1.8%増。強い数字と弱い数字が分かれた米指標の意味を解説します
AI投資が支える設備投資、在庫8.4カ月の新築住宅と実質で下がる住宅価格、製造業の受注悪化を読み解き、利上げ判断と円158円台への影響を伝えます
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