中東紛争の激化による原油価格の急騰とインフレ懸念の高まりを受け、ユーロ圏の国債利回りは米国債利回りと共に上昇した。しかし、米国とイスラエルによるイランへの軍事攻撃が安全資産への需要を喚起したため、利回りの上昇幅は限定的となった。コメルツ銀行のライナー・ギュンターマン氏は報告書で「これまでのところ、市場は中東情勢の悪化に対して比較的秩序ある反応を示している」と指摘した。同時に、リスク回避姿勢が強まる可能性はあるものの、急騰する原油価格がドイツ国債に与える影響は限定的だろうと指摘した。Tradewebのデータによると、10年物ドイツ国債利回りは1.5ベーシスポイント上昇し2.665％となった。10年物米国債利回りは1ベーシスポイント上昇し3.970％となった。（金十）

The European Commission has requested member states to submit their oil supply security assessment reports by the end of the day on Monday. According to Jin10, this directive aims to ensure a coordinated approach to energy security across the European Union. The request comes amid ongoing concerns about global energy supply disruptions and the need for comprehensive strategies to address potential challenges. The Commission emphasizes the importance of timely and accurate reporting to facilitate effective policy-making and safeguard the region's energy infrastructure.

The European Union is contemplating holding an interim meeting of its oil coordination group later this week. According to Jin10, this development comes as the EU seeks to address ongoing challenges in the oil sector. The meeting aims to coordinate efforts and strategies among member states to ensure stability and address any pressing issues within the oil market. The EU's proactive approach highlights its commitment to maintaining energy security and market balance amid fluctuating global oil dynamics.

Rob Dobson, Chief Intelligence Officer at S&P Global Market Intelligence, has expressed optimism about the UK manufacturing sector's performance in 2026. According to Jin10, February saw the highest production increase in 17 months, continuing the robust recovery from January. This growth is largely attributed to a rise in domestic and international new business orders. New export business reached a four-and-a-half-year high, driven by improved customer confidence in markets such as North America, the EU, and the Middle East, leading to new contract signings. The outlook remains positive, with manufacturers maintaining business optimism close to January's recent high. Nearly 60% of companies anticipate expanding production in the coming year. Factors such as new product launches, enhanced customer confidence, and planned investments are expected to support growth next year. These developments may offset some cautious sentiment stemming from recent government policy changes and geopolitical uncertainties, particularly concerning U.S. tariffs.

Qatar's Foreign Ministry spokesperson has stated that the country is not currently in contact with the Iranian government. According to Jin10, this announcement comes amid ongoing geopolitical tensions in the region. The spokesperson emphasized Qatar's commitment to maintaining diplomatic relations based on mutual respect and non-interference. This statement aims to clarify Qatar's position and dispel any rumors of engagement with Iran. The region continues to face complex political dynamics, with various countries navigating their foreign policies carefully.

The Bank of England reported that consumer credit in January reached £1.812 billion, surpassing the expected £1.7 billion. According to Jin10, the previous figure was revised from £1.524 billion to £1.652 billion. This increase in consumer credit indicates a higher borrowing trend among consumers, reflecting potential changes in spending behavior and economic confidence. The data suggests that consumers are increasingly relying on credit, which could have implications for future economic policies and interest rates.

The Bank of England has released its mortgage lending data for January, indicating a total of £4.076 billion in mortgage approvals. According to Jin10, this figure shows a decrease from the revised December figure of £4.492 billion, which was initially reported as £4.601 billion. The data reflects ongoing adjustments in the UK's housing market amid broader economic conditions.

The UK's M4 money supply annual growth rate decreased to 3% in January, down from the previous value of 4.70%. According to Jin10, this decline indicates a slowdown in the expansion of the money supply, which could have implications for economic activity and inflation. The M4 money supply is a broad measure of the total amount of money circulating within the economy, including cash, bank deposits, and other liquid assets. Changes in the money supply can influence interest rates, consumer spending, and overall economic growth. Analysts will be closely monitoring these figures to assess potential impacts on the UK's financial markets and economic outlook.

February was unusually quiet for crypto thieves. After months of eye-watering losses, the industry recorded just $26. 5 million in total hack and scam-related damages last month — the smallest monthly figure in 11 months, according to blockchain security firm PeckShield. Related Reading: Bitcoin In The Line Of Fire: Price Dips To $63k As US, Israel Launch Strikes On Iran It’s a number that stands in sharp contrast to the carnage seen in early 2025, when a single breach wiped out $1 source: https://www.newsbtc.com/crypto/cryptos-quietest-month-in-nearly-a-year-but-hackers-havent-gone-away/

null source: https://x.com/reutersbiz/status/2028402535157973037

韓国国税庁が押収した暗号資産ウォレットの回復フレーズを誤って公開し、鍵を公に晒した。直後、正体不明の者がこのフレーズを利用して政府管理下のウォレットから約480万ドル相当のトークンを移動させた。

Twitter、暗黙の広告時代の終焉：Xの新規ルールとグローバルプラットフォームの商業ガバナンス論理金色财经、Xプロモーション新規則の背景にある生態系移行と権力の限界を解読。

カルシは、イラン最高指導者の運命に連動した高取引量の予測市場が、米イスラエルの攻撃による同指導者の死後に反発を招いたことで、厳しい監視に直面している。

その核心的な原因は、暗号資産の高いボラティリティ優位性が縮小し、公認の評価フレームワークが欠如していることにある。同時に、AIツールの普及により、個人投資家は利益が支えられている株式市場においてより分析上の優位性を得ている。

テヘランの夜空が炎に裂かれた瞬間、世界中の14万人の投資家の資産が灰塵に帰した。

中東情勢が瞬く間に戦火の深淵に陥った時、予測市場ではすでに一つの賭けが決着していた。

2026年2月の暗号資産関連不正行為は90％以上減少し、総損失額は3,570万ドルに低下。これは2025年3月以来の最低月間数値である。損失の大部分はDeFiプロトコル、ウォレット侵害、フィッシング攻撃によるものだったが、約1,130万ドルは回収または凍結された。

2026年2月規制動向。連邦規制から並行する孤島へ、静かに築かれた壁がある。

「相場分析の補助」から「自律的な取引実行」へ、AIは真の金融操作層に突入しつつある。

トランプ政権が連邦政府によるAnthropic社のAI技術の使用停止を指示したにもかかわらず、米軍はイランへの大規模な空爆の際にAnthropic社のAI「Claude」を使用したと報じられている。ウォール・ストリート・ジャーナル紙によると、これはドナルド・トランプ大統領が連邦政府機関に対して同社のシステムの使用停止を命じてからわずか数時間後のことだった。