Japan
About 43 % of Japanese firms expect business conditions to improve under PM Takaichi, driven by wage growth, AI investment and strategic policy. However, nearly half cite instability of her minority government and China–Japan tensions as significant risks.
Japan
Japan’s wholesale inflation rose faster than expected in October, driven by yen weakness and higher input costs. The data pressures the BOJ to accelerate policy normalisation as markets price tighter conditions heading into 2026.
Japan
Stimulus near ¥20T may lift nominal GDP and support ^N225 cyclicals; watch USDJPY and 10Y JGB yields as capex and energy subsidies shape BOJ’s glide path and earnings visibility for exporters and domestic demand plays.
Japan
Japan Q3 GDP –0.3%; consumption –1.4%, inflation 2.5%. (TYO:7203) and (TYO:6758) gain on yen 151/USD even as domestic demand weakens under higher energy costs.
Japan
SoftBank (TYO:9984) profit JPY 2.6 tr driven by (NASDAQ:ARM) and OpenAI stakes; gearing 0.7x and CDS tighten 24 bps amid AI asset surge.
Japan
Japan’s PM Takaichi signals fiscal flexibility as Nikkei 225 (N225) and JGB yields respond to investment-led growth plans, targeting JPY 4.8 trillion infrastructure and digital spending to stabilize GDP around 1.0–1.5%.
Japan
Japan’s Q3 GDP contracts 0.6% q/q as US tariffs pressure exports, impacting 10-year JGBs and the JP:N225, highlighting external dependency and policy challenges in sustaining domestic growth momentum.
Japan
Japanese utilities JERA and Tohoku Electric say they can replace Sakhalin-2 LNG if disrupted, balancing U.S. pressure to cut Russian imports with energy-security demands. Tokyo warns a halt could raise electricity prices and strain Takaichi’s cost agenda.
Japan
MRDC links LNG cash to Hela projects; delivery discipline will decide whether multipliers show up in 2026 indicators.
Japan
Japan’s AZEC push advances GX-ETS compliance as core CPI prints 2.9% and 10-year JGBs ~1.67%. Watch ^N225 earnings sensitivity, JPY=X terms of trade, and CL=F versus BZ=F as carbon pricing reorders merit and capital allocation across power and industry.
Japan
JP10Y=RR at 1.05% and JPYUSD=X at 153.4 reflect BoJ liquidity recalibration, with procurement changes tightening domestic funding and prompting global investors to adjust duration, FX hedges, and portfolio allocations amid rising inflation pressures.
Global Markets
Kazuo Ueda faces a defining test as Japan edges toward ending decades of ultra-easy policy. With inflation steady, wages fragile, and the yen sliding (USD/JPY: JPY= 147.7), global markets brace for ripple effects from Tokyo to Johannesburg.