-- 金価格は木曜早朝、主要な米国のインフレ指標が先月上昇した一方、第1四半期の国内総生産(GDP)が予想を下回ったとの報告を受け、ドル安に伴って上昇した。 6月限の金先物価格は、直近で1オンスあたり85.70ドル高の4,647.20ドルとなり、過去1ヶ月間の200ドルのレンジ内で推移している。 米経済分析局(BEA)が発表した3月の個人消費支出(PCE)指数(FRBが重視するインフレ指標)は、前月比0.7%上昇し、2月の0.4%上昇から加速したが、マーケットウォッチによると市場予想と一致した。変動の大きい食品とエネルギーを除いたコアPCE指数は、年率換算で3.2%上昇し、2月の3.0%上昇から加速し、こちらも市場予想と一致した。 米商務省は、第1四半期の米国GDP成長率の速報値も発表し、前四半期の0.5%増から2.0%増に上昇したものの、市場予想の2.2%増を下回ったと報告した。 イランとの戦争がインフレを押し上げ、利上げが予想される中で、金価格は上昇した。米連邦準備制度理事会(FRB)の政策委員会は水曜日に2日間の会合を終え、金利を据え置いたものの、インフレ率の上昇に伴い、利上げの可能性を示唆した。 「水曜日の連邦公開市場委員会(FOMC)会合で金利は据え置かれたものの、イランとの戦争が経済見通しを不透明にしているため、複数の委員が金融緩和路線の転換を示唆したことを受け、債券利回りの上昇とドル高にもかかわらず、金への需要が新たに高まっている」とサクソバンクは指摘した。 しかし、経済指標発表後、ドルは序盤に急落し、ICEドル指数は0.5ポイント安の98.46で推移した。米国債利回りも低下し、2年物国債の利回りは直近で6.5ベーシスポイント低下して3.9%となり、10年物国債の利回りは4.4ポイント低下して4.39%となった。
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