-- 木曜日の取引開始前、米国株先物は小幅上昇した。好調な決算シーズンに加え、米国とイランの和平合意成立への期待が高まっていることが背景にある。 ダウ工業株30種平均先物は0.2%高、S&P500先物は0.1%高、ナスダック先物は0.1%高となった。 ドナルド・トランプ大統領は水曜日、Truth Socialへの投稿で、最終的な和平合意が成立すれば紛争は終結し、ホルムズ海峡は再び開かれると述べた。Axiosの報道によると、ホワイトハウスはイランとの間で戦争終結とより詳細な核交渉の枠組み構築に向けた合意に近づいていると述べている。 しかし、トランプ大統領は、イランが米国の提案を受け入れるかどうかは「おそらく大きな前提条件」だと述べ、合意に至らなければ爆撃は「以前よりもはるかに高いレベルと強度で」再開されると警告した。イラン外務省報道官は水曜日、CNBCに対し、イランはこの提案を検討中だと述べた。トレーダーは最新の決算発表を消化した。シェル(SHEL)とマクドナルド(MCD)は第1四半期の調整後利益と売上高がともに増加した。 原油価格は下落し、北海ブレント原油の期近先物は3%安の1バレル98.25ドル、米国産WTI原油は3.2%安の1バレル92.02ドルとなった。 ブルームバーグの推計によると、東部時間午前8時30分に発表予定の週間新規失業保険申請件数は、5月2日までの週で20万5000件となり、前週の18万9000件から増加すると見込まれている。第1四半期の非農業部門生産性は、前四半期の1.8%増に続き、前年同期比0.6%増となる見込み。単位労働コストは、前回の4.4%増から2.5%増に下方修正された。 2月と3月の建設支出報告書は、東部時間午前10時に発表される予定です。 ミネアポリス連邦準備銀行のニール・カシュカリ総裁、クリーブランド連邦準備銀行のベス・ハマック総裁、ニューヨーク連邦準備銀行のジョン・ウィリアムズ総裁は、木曜日に講演を行う予定です。
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