https://substack.ayanomics9t.com/p/2026-07-16-cpi85aiAyanomics 9 Trendsen2026-07-16T00:03:39+00:002026-07-16 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/19dAyanomics 9 Trendsen2026-07-16T00:01:29+00:00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/irans-chokepoint-gambit-price-forAyanomics 9 Trendsen2026-07-16T00:00:35+00:00Iran’s Chokepoint Gambit: Price for Episodic Red Sea Shockshttps://substack.ayanomics9t.com/p/2026-07-16Ayanomics 9 Trendsen2026-07-15T23:59:40+00:00注目が増えるほど、功績は分け合う日 — 2026-07-16https://substack.ayanomics9t.com/p/2026-07-15-market-briefing-cpi-35Ayanomics 9 Trendsen2026-07-15T23:58:46+00:002026-07-15 Market Briefing| CPI 3.5%, Freight $4,530, AI capexhttps://substack.ayanomics9t.com/p/clear-and-reset-on-a-hard-feelingAyanomics 9 Trendsen2026-07-15T23:57:51+00:00Clear and Reset on a Hard-Feeling Day — 2026-07-15https://substack.ayanomics9t.com/p/2026-07-15-16285scfi3185Ayanomics 9 Trendsen2026-07-15T00:46:27+00:002026-07-15 マーケットブリーフィング｜：為替162円台・原油85ドル・SCFI3185https://substack.ayanomics9t.com/p/6cpiAyanomics 9 Trendsen2026-07-15T00:45:31+00:006月CPIはノイズ：原油反発に備えフロントエンドをヘッジhttps://substack.ayanomics9t.com/p/treat-june-cpi-as-noise-hedge-frontendAyanomics 9 Trendsen2026-07-15T00:44:36+00:00Treat June CPI as Noise: Hedge Front‑End for an Oil Snap‑Backhttps://substack.ayanomics9t.com/p/2026-07-15Ayanomics 9 Trendsen2026-07-15T00:43:41+00:00順調な日は早めに「ありがとう」を回す — 2026-07-15https://substack.ayanomics9t.com/p/2026-07-14-market-briefing-energyAyanomics 9 Trendsen2026-07-15T00:42:46+00:002026-07-14 Market Briefing| Energy shock, AI capex wave, FX & rates squeezehttps://substack.ayanomics9t.com/p/keep-success-steady-choose-care-overAyanomics 9 Trendsen2026-07-15T00:41:25+00:00Keep Success Steady: Choose Care Over Autopilot — 2026-07-14https://substack.ayanomics9t.com/p/2026-07-14-8318104609Ayanomics 9 Trendsen2026-07-14T02:00:05+00:002026-07-14 マーケットブリーフィング｜：ブレント83.18/米10年4.609%https://substack.ayanomics9t.com/p/48Ayanomics 9 Trendsen2026-07-14T01:58:45+00:00保険がホルムズを絞る：4〜8週間の混乱にヘッジをhttps://substack.ayanomics9t.com/p/hormuz-is-now-an-insurance-chokepointAyanomics 9 Trendsen2026-07-14T01:57:26+00:00Hormuz Is Now an Insurance Chokepoint: Hedge for 4–8 Weekshttps://substack.ayanomics9t.com/p/2026-07-14Ayanomics 9 Trendsen2026-07-14T01:55:57+00:00流されずに勝ちを固める日 — 2026-07-14https://substack.ayanomics9t.com/p/2026-07-13-market-briefing-ai-capexAyanomics 9 Trendsen2026-07-14T01:54:34+00:002026-07-13 Market Briefing| AI capex, Brent, Geopoliticshttps://substack.ayanomics9t.com/p/thank-first-then-act-2026-07-13Ayanomics 9 Trendsen2026-07-14T01:53:16+00:00Thank first, then act — 2026-07-13