Imabari Shipowners Voice Strongest Concerns Over Exchange Rates and Interest Rates 今治船主、為替と金利に最大の懸念

Iyogin Regional Economic Research Centre Investigates Impact of Trump Administration Policies

いよぎん地域経済研究センター、米トランプ政権の影響を調査

Iyogin Regional Economic Research Centre (IRC), a think tank affiliated with Iyo Bank, has conducted a survey focusing on oceangoing shipowners based in Imabari City, Ehime Prefecture, to assess the impact of maritime policies introduced under the US Trump administration on the local shipping and shipbuilding industries in Ehime.

Key Points of the Article

→ While the results state that there is “limited direct impact at present”, a significant number of respondents cited the excessive appreciation of the yen in foreign exchange markets (66.7%) and rising interest rates (57.6%) as major risks.

→ There was also strong concern over structural risks such as the global stagnation of logistics (81.8%), highlighting the reality that changes in financial and market conditions have a more immediate impact on business operations than political factors. As the possibility of Donald Trump’s return to power gains traction, the focus of Imabari shipowners is less on the US presidential election itself and more on the future direction of “exchange rates” and “interest rates”.

“You can read the rest of the article in both English and Japanese.” (続きは英語と日本語で書かれた本文でお読みください)

今治船主、「為替」と「金利」に最大の懸念

いよぎん地域経済研究センター、米トランプ政権の影響を調査

伊予銀行の関連シンクタンクの「いよぎん地域経済研究センター（IRC）」は、米トランプ政権による海事政策が愛媛の海運・造船業に与える影響について、愛媛県の今治市の外航船主を中心に調査を実施した。

この記事のポイント

→結果は「現時点で直接的影響は限定的」としながらも、為替相場の過度な円高進行（66.7%）、金利の上昇（57.6%）を重大リスクとして挙げる声が目立った。

→世界的な物流停滞という構造リスク（81.8%）にも警戒感が強く、政治要因よりも金融・市場環境の変化が事業運営に直結する実態が浮き彫りになった。トランプ再登板が現実味を帯びる中、今治船主の視線は米大統領選そのものよりも、「為替」と「金利」の行方に注がれている。

“You can read the rest of the article in both English and Japanese.”（続きは英語と日本語で書かれた本文でお読みください）