英ビデオ:ドル高は良いこと?悪いこと?

ドル高が続き、ドル買いの人々はピップを稼ぎ続けていることと思います。
しかし、ドル高はアメリカ経済にとって果たして良いことなのでしょうか?また、FRBは最終的に金利を引きあげるのでしょうか?

もしあなたがネットショッピングのヘビーユーザーなら、おそらく自国通貨が強いことが消費者にとっては良いことだと既にご存知だと思います。
例えば、この電動鼻毛処理機10,000円を日本から直接買い付けるとき、USD/JPYが120円の時のほうが80円の時より少ないドルですむのですから。

同様に、アメリカ国外から国内へ製品を輸入している会社はみんな、尻尾でクルミを割っていることでしょう。
はい、これはペルシャ語の慣用句を直訳したもので、意味は単にチョー興奮してますということです。
機会があれば使ってみてください。

さてそれでは強いドルに悪いことはないのでしょうか?答えは、いいえ。もちろんあります。
Invest Divaの学習コースでも述べたように、ある国の通貨が高いとき、その国の製品は他国に比べて割高になります。
例えば、コネチカットで作られたSikorkyのヘリコプターをメルボルンに住むオーストラリアの富豪が買おうと思えば、AUD/USD=0.95の時より0.76の時のほうが高くつくわけです。

ということは、USドルがこのまま上がり続けると何が起こるのでしょうか。
前回のFOMC会議での注目点は優劣混合なシグナルの中、「patience in beginning to normalize」(通常化政策開始までの忍耐)が挿入されるのか取り除かれるかでした。
しかし全体的に、通貨トレーダーたちは広くFRBの金利引き上げが迫ってきていると信じているようです。
経済データが今のところ好調のままであることからドル買いトレーダーにとってしばらくはハッピーな日々が続くと言えるでしょう。

次の疑問はドル高がアメリカ経済の回復を妨げるのか否か、です。
ドル高はFRBが現在の低金利が長期的にみても適切だとの考えに影響を与えるでしょうか?
ぜひ私達のSNSに遊びに来て皆さんの意見を聞かせてくださいね。

Bitcoin Drops Entering 2026: Is It Still Worth Investing? The Answer Most Investors Miss

Bitcoin has entered 2026 under pressure, with prices pulling back after a volatile period that left many investors questioning whether the opportunity has passed. Headlines are once again split between fear and optimism, with some calling the recent drop a warning sign and others viewing it as a healthy reset.

Unlike speculative assets that rely on constant growth stories, Bitcoin’s relevance continues to rest on its role as a scarce, decentralised digital asset that operates outside traditional financial systems. The key question for investors now is not whether Bitcoin will remain volatile – but whether this moment represents risk, opportunity, or something most investors misunderstand.

Read More »

3 Bullish And 3 Risky Forces Shaping American Express Stock (AXP) Into 2026

American Express is often viewed as a mature, well understood credit card company, but its role in the financial system is broader than many investors realize.

It sits at the center of consumer spending, business payments, travel, credit risk, and data driven decision making. As these areas evolve, the dynamics shaping American Express stock are becoming more complex and, in some cases, less obvious.

Premium consumer behavior, business spending patterns, regulatory scrutiny, and technological change are all influencing how payment companies operate and compete.

Read More »

Micron Stock Surges After Blowout Earnings: Is MU Still A Buy In 2026?

Micron Technology (NASDAQ: MU) has quietly become one of the most important companies supporting the AI boom – even if it doesn’t receive the same attention as Nvidia or other high-profile AI names.

While much of the focus is on GPUs and AI software, Micron operates behind the scenes, supplying the memory that allows AI systems, data centres, and cloud platforms to function at scale.

Following a strong earnings update, Micron’s stock surged and quickly returned to the centre of market attention. The rally reflects growing confidence that the company’s strategic shift away from lower margin consumer products toward higher-value enterprise and data-centre memory is gaining traction.

Read More »

Why Big Tech Is Quietly Buying Western Digital (WDC) Stock

Western Digital Corporation (WDC) has been on a tear, its stock price soaring over 270% year-to-date as of early December 2025.

This massive growth isn’t just hype; it’s fueled by a perfect storm of events, including the strategic spin-off of its flash business, SanDisk, and an insatiable global demand for data storage driven by the AI revolution.

As a now “pure-play” Hard Disk Drive (HDD) manufacturer, WDC is uniquely positioned as the landlord for the internet’s exploding data. But with such a meteoric rise, is there still room for growth, or is the stock overheated?

Read More »

Marvell (MRVL) Stock: The Hidden AI Powerhouse Wall Street Keeps Underestimating

Marvell Technology (NASDAQ: MRVL) is quickly becoming one of the most important companies in the AI infrastructure space – even though many investors still aren’t sure what the business actually does.

While most headlines focus on Nvidia and its GPUs, Marvell builds the networking, optical, and custom silicon chips that help AI models move data faster and run more efficiently. In its latest earnings report, Marvell posted strong double-digit growth in its data center business and shared bold guidance for the next few years, sending MRVL stock higher.

Read More »

2 Months Ago Oracle Stock (ORCL) Was Flying And Now… The Mood Has Flipped. Is A Comeback Still On The Table?

Oracle is one of the biggest names in enterprise software and cloud services. They power databases used by governments, banks, hospitals, airlines, and global corporations. For years they were known for steady tech growth, not big surprises.

Then something wild happened.

Only two months ago Oracle stock was flying. Analysts cheered. AI deals stacked up. The company felt like it had finally stepped into a new era.

Now the mood has flipped.

Read More »