<![CDATA[Ayanomics 9 Trends]]>https://substack.ayanomics9t.comhttps://substackcdn.com/image/fetch/$s_!7rPj!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0762abad-664a-47f0-b8b1-d0342e527778_1024x1024.pngAyanomics 9 Trendshttps://substack.ayanomics9t.comSubstackSun, 19 Jul 2026 21:39:21 GMT<![CDATA[護衛下のホルムズ：封鎖は商船リスクを当面引き上げる]]>https://substack.ayanomics9t.com/p/8cchttps://substack.ayanomics9t.com/p/8ccSun, 19 Jul 2026 01:47:08 GMT Read more

]]><![CDATA[Hormuz Under Escort: Blockade Raises Near‑Term Shipping Risk]]>https://substack.ayanomics9t.com/p/hormuz-under-escort-blockade-raiseshttps://substack.ayanomics9t.com/p/hormuz-under-escort-blockade-raisesSun, 19 Jul 2026 01:46:02 GMT Read more

]]><![CDATA[追い風に流されず、一歩だけ大胆に — 2026-07-19]]>https://substack.ayanomics9t.com/p/2026-07-19https://substack.ayanomics9t.com/p/2026-07-19Sun, 19 Jul 2026 01:44:49 GMT Read more

]]><![CDATA[Manners Over Speed on a Smooth Day — 2026-07-18]]>https://substack.ayanomics9t.com/p/manners-over-speed-on-a-smooth-dayhttps://substack.ayanomics9t.com/p/manners-over-speed-on-a-smooth-daySun, 19 Jul 2026 01:43:46 GMT Read more

]]><![CDATA[ECB 7月23日会合：据え置きが基本線—短期ゾーンでヘッジ]]>https://substack.ayanomics9t.com/p/ecb-723https://substack.ayanomics9t.com/p/ecb-723Sat, 18 Jul 2026 01:05:52 GMT Read more

]]><![CDATA[ECB July 23: Hold Is the Base Case—Hedge in the Front End]]>https://substack.ayanomics9t.com/p/ecb-july-23-hold-is-the-base-casehedgehttps://substack.ayanomics9t.com/p/ecb-july-23-hold-is-the-base-casehedgeSat, 18 Jul 2026 01:04:51 GMT Read more

]]><![CDATA[好調ほど「おかげさま」を先に。次の一手は時間で確保 — 2026-07-18]]>https://substack.ayanomics9t.com/p/2026-07-18https://substack.ayanomics9t.com/p/2026-07-18Sat, 18 Jul 2026 01:03:50 GMT Read more

]]><![CDATA[2026-07-17 Market Briefing| Oil, Tech-led selling, Logistics]]>https://substack.ayanomics9t.com/p/2026-07-17-market-briefing-oil-techhttps://substack.ayanomics9t.com/p/2026-07-17-market-briefing-oil-techSat, 18 Jul 2026 01:02:47 GMT Read more

]]><![CDATA[Success needs intent: don't coast on easy replies — 2026-07-17]]>https://substack.ayanomics9t.com/p/success-needs-intent-dont-coast-onhttps://substack.ayanomics9t.com/p/success-needs-intent-dont-coast-onSat, 18 Jul 2026 01:01:45 GMT Read more

]]><![CDATA[2026-07-17 マーケットブリーフィング｜：航路の詰まりとAI電力が主導]]>https://substack.ayanomics9t.com/p/2026-07-17-aihttps://substack.ayanomics9t.com/p/2026-07-17-aiFri, 17 Jul 2026 06:06:34 GMT Read more

]]><![CDATA[うまく進む日は声に出して感謝を — 2026-07-17]]>https://substack.ayanomics9t.com/p/2026-07-17https://substack.ayanomics9t.com/p/2026-07-17Fri, 17 Jul 2026 06:05:36 GMT Read more

]]><![CDATA[2026-07-16 Market Briefing| CPI, Energy and Logistics, AI Capex]]>https://substack.ayanomics9t.com/p/2026-07-16-market-briefing-cpi-energyhttps://substack.ayanomics9t.com/p/2026-07-16-market-briefing-cpi-energyFri, 17 Jul 2026 06:04:40 GMT Read more

]]><![CDATA[Strong day, stronger when you pass credit before you act — 2026-07-16]]>https://substack.ayanomics9t.com/p/strong-day-stronger-when-you-passhttps://substack.ayanomics9t.com/p/strong-day-stronger-when-you-passFri, 17 Jul 2026 06:03:41 GMT Read more

]]><![CDATA[2026-07-16 マーケットブリーフィング｜：CPI鈍化、原油85ドル、AI投資継続]]>https://substack.ayanomics9t.com/p/2026-07-16-cpi85aihttps://substack.ayanomics9t.com/p/2026-07-16-cpi85aiThu, 16 Jul 2026 00:03:39 GMT Read more

]]><![CDATA[イランのチョークポイント戦術：紅海の断続ショックに備えて再価格付けを]]>https://substack.ayanomics9t.com/p/19dhttps://substack.ayanomics9t.com/p/19dThu, 16 Jul 2026 00:01:29 GMT Read more

]]><![CDATA[Iran’s Chokepoint Gambit: Price for Episodic Red Sea Shocks]]>https://substack.ayanomics9t.com/p/irans-chokepoint-gambit-price-forhttps://substack.ayanomics9t.com/p/irans-chokepoint-gambit-price-forThu, 16 Jul 2026 00:00:35 GMT Read more

]]><![CDATA[注目が増えるほど、功績は分け合う日 — 2026-07-16]]>https://substack.ayanomics9t.com/p/2026-07-16https://substack.ayanomics9t.com/p/2026-07-16Wed, 15 Jul 2026 23:59:40 GMT Read more

]]><![CDATA[2026-07-15 Market Briefing| CPI 3.5%, Freight $4,530, AI capex]]>https://substack.ayanomics9t.com/p/2026-07-15-market-briefing-cpi-35https://substack.ayanomics9t.com/p/2026-07-15-market-briefing-cpi-35Wed, 15 Jul 2026 23:58:46 GMT Read more

]]><![CDATA[Clear and Reset on a Hard-Feeling Day — 2026-07-15]]>https://substack.ayanomics9t.com/p/clear-and-reset-on-a-hard-feelinghttps://substack.ayanomics9t.com/p/clear-and-reset-on-a-hard-feelingWed, 15 Jul 2026 23:57:51 GMT Read more

]]><![CDATA[2026-07-15 マーケットブリーフィング｜：為替162円台・原油85ドル・SCFI3185]]>https://substack.ayanomics9t.com/p/2026-07-15-16285scfi3185https://substack.ayanomics9t.com/p/2026-07-15-16285scfi3185Wed, 15 Jul 2026 00:46:27 GMT Read more

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