Nikkei

Recap - Japan readies ¥21.3tn (USD 135bn) stimulus, largest since Covid

The oversized package reinforces expectations of prolonged fiscal expansion and low-rate policy, adding pressure on the yen and JGBs while supporting near-term domestic demand.

20/11/2025 | 23:07 GMT

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20/11/2025 | 23:07 GMT

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Japan’s finance minister says stimulus has grown “sizable,” but declines to give figure

The lack of detail leaves investors guessing about Japan’s fiscal stance, though Katayama’s comments imply more spending is coming even amid concerns over debt sustainability.

18/11/2025 | 00:14 GMT

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18/11/2025 | 00:14 GMT

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Goldman sees 7.7% annual global equity returns, urges investors to look beyond the U.S.

Goldman’s outlook reinforces a pro-risk tilt, favouring diversified global equity portfolios with increased emerging-market exposure, especially if a softer dollar materialises.

17/11/2025 | 23:06 GMT

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17/11/2025 | 23:06 GMT

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Nikkei reports that Japanese Prime Minister Takaichi "eyes tax cuts to spur investment "

The reform debate introduces mild upward pressure on JGB yields as markets weigh the fiscal risk of fuel-tax cuts without firm offsets, while pro-investment incentives could support capex-linked equities.

17/11/2025 | 22:36 GMT

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17/11/2025 | 22:36 GMT

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Japan firms upbeat under PM Takaichi but see risks from minority government, China tension

Corporate optimism and steady wage intentions support Japan’s near-term domestic demand outlook, though political instability and China-related risks could temper investment appetite.

12/11/2025 | 23:09 GMT

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12/11/2025 | 23:09 GMT

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Goldman Sachs sees U.S. investors piling into Japan as Nikkei outshines S&P 500

GS note particularly strong inflows in tech and AI sectors, as the Nikkei outperforms global peers with a 30% dollar-based gain this year. Sees further upside from foreign inflows, though short-term consolidation may follow.

09/11/2025 | 21:49 GMT

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09/11/2025 | 21:49 GMT

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JPY, JGB, Nikkei, UST traders note - it's a market holiday in Japan today

It's a Japanese market holiday today for Culture Day.

02/11/2025 | 21:29 GMT

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02/11/2025 | 21:29 GMT

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Central Banks

Central Banks

JPY has dropped after the Bank of Japan expected 'on hold' decision, Nikkei up

The Bank of Japan held its short-term policy rate at 0.5%, USD/JPY is back around its recent high.

30/10/2025 | 03:32 GMT

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30/10/2025 | 03:32 GMT

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Foreign inflow into Japan stocks surge ¥1.3 tln as domestic investors stay cautious abroad

The strong foreign equity inflows suggest rising global conviction in Japan’s market outlook, underpinned by corporate reforms and a weaker yen. However, continued domestic outflows from foreign assets point to lingering caution over U.S. yields and currency volatility.

29/10/2025 | 23:56 GMT

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29/10/2025 | 23:56 GMT

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Forex

Japan/US preparing release of fact sheet including potential investment projects in the US

Japan and US governments preparing to release fact sheet including potential investment projects in the US, senior Japanese government official says

28/10/2025 | 02:53 GMT

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28/10/2025 | 02:53 GMT

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N225 Daily, gap up to record high 27 October 2025 2

Japan's Nikkei benchmark index has hit a record high, 50K+

Nikkei 225 above 50,000 for the first time ever

27/10/2025 | 00:09 GMT

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27/10/2025 | 00:09 GMT

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Nikkei 225 sags after hitting a record yesterday

Nikkei down 0.5%

Adam Button

22/10/2025 | 03:14 GMT

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Adam Button

22/10/2025 | 03:14 GMT

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Forex

Forex

Japan’s markets unwind Abenomics "2" trades as Komeito exit fuels political uncertainty

Yen rallies, Nikkei slides as Japan’s coalition fractures and Abenomics hopes fade

15/10/2025 | 03:12 GMT

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15/10/2025 | 03:12 GMT

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Central Banks

Takaichi victory cools BOJ hike odds, rate path stays cautious

Sanae Takaichi’s victory as Japan’s incoming prime minister is expected to postpone, but not derail, Bank of Japan rate hikes. Her pro-Abenomics stance and preference for fiscal stimulus point to a cautious approach to monetary tightening, likely pushing the next rate increase to early 2026.

05/10/2025 | 22:34 GMT

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05/10/2025 | 22:34 GMT

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Japan nikkei gap higher 06 October 2025 2

Japan - the yen has gapped lower, while the Nikkei has a huge gap higher

Japanese financial markets responding at market open to the LDP leadership win by Takaichi

05/10/2025 | 22:13 GMT

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