Stability as strategy: Japan’s moment for global leadership
Rising anti-China sentiment may have contributed to Takaichi’s strong mandate.
[New York Foreign Exchange Market - Weekly]Will the 'Buy Japan' Trend Continue—Focus on Takaichi's Speech and Japan CPI
The yen, Tokyo stocks, and JGBs rallied after Japan’s election, reversing previous trends; markets now await Takaichi’s policy speech and key CPI data for direction.
Japan’s shift to a rate-hiking cycle and the “Takaiichi Trade” are fueling volatility in long-term yields, with potential spillover effects on South Korean bonds and global funding conditions as political uncertainty eases and global rates rise.
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[Takaiichi Trade] Long-Term Yield Pressures Mount—Will Foreign Funding Also Face Headwinds?
Japan’s shift to a rate-hiking cycle and the “Takaiichi Trade” are fueling volatility in long-term yields, with potential spillover effects on South Korean bonds and global funding conditions as political uncertainty eases and global rates rise.
Japanese Government Bond Yields Fall on Rebound Buying
Japanese government bond yields fell as rebound buying emerged, with easing inflation and rate hike expectations, while equities surged and the yen strengthened.
Japanese stocks surged to fresh record highs for a second straight session, with the Nikkei 225 climbing 1.81% to 57,385.43, driven by political momentum and gains in semiconductor shares, while the yen weakened against the dollar.
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[Asian Stock Markets Summary]Semiconductor-Led Rally Lifts Asian Markets—Japan Surges as Much as 5%
Asian equity markets rallied, led by Japan’s Nikkei 225 surging nearly 4% after the ruling party’s election win, with semiconductor stocks driving gains across China, Hong Kong, and Taiwan.
Japan’s Top Finance Officials Issue Fresh Yen Weakness Warning as Dollar-Yen Falls
Japan’s finance officials reiterated warnings over yen weakness after the ruling party’s election win, as dollar-yen fell to 156.580 amid intervention concerns.
South Korean government bond futures rebounded in early trading as oversold conditions offset the impact of Japan's ruling party election victory and rising JGB yields, with foreign investors showing mixed positions across maturities.
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Government Bond Futures Rise on Oversold Perception Despite Japanese Ruling Party's Landslide Victory
South Korean government bond futures rebounded in early trading as oversold conditions offset the impact of Japan's ruling party election victory and rising JGB yields, with foreign investors showing mixed positions across maturities.
The Japan Times
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