Nikkei 225 futures show mixed action, with Feb '26 up 50 pts. Watch volume shifts and open interest.
Iran tensions & Fed worries hit stocks; oil jumps. Retail sales beat expectations, but market sentiment remains cautious.
Japan firms warn China tensions threaten economy as BOJ rate hike wins support The survey reinforces downside risks to Japan’s external outlook from geopolitics
Trump touts Venezuela oil talks after crude slid earlier on his Iran remarks Crude prices remain highly sensitive to geopolitical de-escalation headlines
Bessent warns on excessive FX volatility in talks with Japan, urges sound communication The readout can temper one-way yen weakness at the margin by strengthening the “excess volatility” backstop, but durable yen gains need supportive backdrop.
US slaps 25% tariff on some advanced chips, impacting Nvidia & AMD. Domestic firms mostly exempt. Watch for supply chain shifts!
Humanoid robots: a $200B market by 2035! Installations hit 16k in 2025. Watch for China's production surge & potential PV parallels.
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