{"id":28396,"date":"2025-10-22T14:03:49","date_gmt":"2025-10-22T14:03:49","guid":{"rendered":"https:\/\/www.algebris.com\/?p=28396"},"modified":"2025-11-28T14:21:24","modified_gmt":"2025-11-28T14:21:24","slug":"global-equity-bullets-2025%e5%b9%b410%e6%9c%8822%e6%97%a5%ef%bc%88%e6%b0%b4%ef%bc%89","status":"publish","type":"post","link":"https:\/\/www.algebris.com\/ja\/marketviews-ja\/global-equity-bullets-2025%e5%b9%b410%e6%9c%8822%e6%97%a5%ef%bc%88%e6%b0%b4%ef%bc%89\/","title":{"rendered":"Global Equity Bullets | 2025\u5e7410\u670822\u65e5\uff08\u6c34\uff09"},"content":{"rendered":"\n<p><strong>\u682a\u5f0f\u5e02\u5834 <\/strong><strong>\u2013 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class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"620\" src=\"https:\/\/media.algebris.com\/content\/image-49-1024x620.png\" alt=\"\" class=\"wp-image-28398\" srcset=\"https:\/\/media.algebris.com\/content\/image-49-1024x620.png 1024w, https:\/\/media.algebris.com\/content\/image-49-500x303.png 500w, https:\/\/media.algebris.com\/content\/image-49-768x465.png 768w, https:\/\/media.algebris.com\/content\/image-49.png 1195w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306e\u7d42\u4e86 <\/strong><strong>\u2015 EV<\/strong><strong>\uff08\u96fb\u6c17\u81ea\u52d5\u8eca\uff09\u672c\u6765\u306e\u9700\u8981\u304c\u8a66\u3055\u308c\u308b\u5c40\u9762\u3078<\/strong><\/p>\n\n\n\n<p>\u7c73\u56fd\u306eEV\u8ca9\u58f2\u306f\u30012025\u5e74\u7b2c3\u56db\u534a\u671f\u306b\u7d04438,487\u53f0\u3068\u904e\u53bb\u6700\u9ad8\u3092\u8a18\u9332\u3057\u3001\u7b2c2\u56db\u534a\u671f\u6bd4\u3067\u7d0441\uff05\u5897\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u7d0430\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65b0\u8eca\u8ca9\u58f2\u306b\u5360\u3081\u308bEV\u306e\u5272\u5408\u306f\u7d0410.5\uff05\u306b\u9054\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u6025\u5897\u306e\u591a\u304f\u306f\u30019\u6708\u672b\u3067\u7d42\u4e86\u3057\u305f7,500\u30c9\u30eb\u306e\u9023\u90a6\u7a0e\u984d\u63a7\u9664\u3092\u99c6\u3051\u8fbc\u307f\u3067\u5229\u7528\u3057\u3088\u3046\u3068\u3057\u305f\u9700\u8981\u306e\u524d\u5012\u3057\u306b\u3088\u308b\u3082\u306e\u3068\u898b\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u306f\u305d\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u304c\u7d42\u4e86\u3057\u3001\u4ee3\u66ff\u63aa\u7f6e\u3082\u4e0d\u900f\u660e\u306a\u4e2d\u3067\u3001\u88dc\u52a9\u91d1\u306a\u3057\u3067\u306fEV\u9700\u8981\u304c\u3044\u304b\u306b\u8106\u5f31\u3067\u3042\u308b\u304b\u304c\u6d6e\u304d\u5f6b\u308a\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u653f\u7b56\u306e\u8ffd\u3044\u98a8\u3082\u5f31\u307e\u308a\u3064\u3064\u3042\u308b\u3053\u3068\u304c\u793a\u5506\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u306f\u3001\u81ea\u52d5\u8eca\u696d\u754c\u304c\u76f4\u9762\u3057\u3066\u3044\u308b\u56f0\u96e3\u306a\u69cb\u9020\u8ee2\u63db\u3068\u3082\u91cd\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u3084\u5317\u7c73\u306e\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306b\u3068\u3063\u3066\u3001\u5f93\u6765\u306e\u5185\u71c3\u6a5f\u95a2\uff08ICE\uff09\u8eca\u304b\u3089EV\u3078\u306e\u79fb\u884c\u306f\u5bb9\u6613\u3067\u306f\u306a\u304f\u3001\u898f\u5236\u306f\u53b3\u3057\u304f\u3001\u6d88\u8cbb\u8005\u306e\u9700\u8981\u306f\u4e00\u8cab\u6027\u306b\u6b20\u3051\u3001\u4e2d\u56fd\u30e1\u30fc\u30ab\u30fc\u3068\u306e\u7af6\u4e89\u3082\u6fc0\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u306f\u3088\u308a\u7de9\u3084\u304b\u306a\u79fb\u884c\u3092\u6c42\u3081\u3066\u30ed\u30d3\u30fc\u6d3b\u52d5\u3092\u5c55\u958b\u3057\u3066\u304a\u308a\u3001\u653f\u7b56\u5f53\u5c40\u3082\u5f90\u3005\u306b\u898f\u5236\u7de9\u548c\u306e\u59ff\u52e2\u3092\u898b\u305b\u59cb\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u7c73\u56fd\u3067\u306f\u300cOne Big Beautiful Bill\uff08OBBB\uff09\u300d\u306b\u3088\u308a\u3001CAFE\uff08\u4f01\u696d\u5e73\u5747\u71c3\u8cbb\u57fa\u6e96\uff09\u306eCO\u2082\u76ee\u6a19\u672a\u9054\u306b\u5bfe\u3059\u308b\u7f70\u5247\u304c\u64a4\u5ec3\u3055\u308c\u3001EPA\uff08\u74b0\u5883\u4fdd\u8b77\u5e81\uff09\u306e\u300c\u5371\u967a\u6027\u8a8d\u5b9a\uff08Endangerment Finding\uff09\u300d\u306e\u64a4\u56de\u3082\u691c\u8a0e\u3055\u308c\u3066\u304a\u308a\u3001\u6392\u51fa\u898f\u5236\u304c\u3055\u3089\u306b\u7de9\u548c\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u6b27\u5dde\u3067\u306f\u30012025\u5e74\u306eCO\u2082\u4e2d\u9593\u76ee\u6a19\u304c2026\uff5e2027\u5e74\u306b\u304b\u3051\u3066\u306e\u5e73\u5747\u3067\u9054\u6210\u53ef\u80fd\u3068\u3055\u308c\u308b\u3088\u3046\u7de9\u548c\u3055\u308c\u30012035\u5e74\u306eICE\u8eca\u8ca9\u58f2\u7981\u6b62\u306e\u898b\u76f4\u3057\u6642\u671f\u30822026\u5e74\u304b\u30892025\u5e74\u672b\u306b\u524d\u5012\u3057\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"746\" height=\"391\" src=\"https:\/\/media.algebris.com\/content\/image-50.png\" alt=\"\" class=\"wp-image-28399\" srcset=\"https:\/\/media.algebris.com\/content\/image-50.png 746w, https:\/\/media.algebris.com\/content\/image-50-500x262.png 500w\" sizes=\"auto, (max-width: 746px) 100vw, 746px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"676\" height=\"365\" src=\"https:\/\/media.algebris.com\/content\/image-51.png\" alt=\"\" class=\"wp-image-28400\" srcset=\"https:\/\/media.algebris.com\/content\/image-51.png 676w, https:\/\/media.algebris.com\/content\/image-51-500x270.png 500w\" sizes=\"auto, (max-width: 676px) 100vw, 676px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:31px\" aria-hidden=\"true\" 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