✅ Takaichi Trade Reignited: Nikkei Breaks 50,000 for the First Time in History, While Yen Weakness Persists Amid Intervention Fears
✅ Takaichi Trade Reignited: Nikkei Breaks 50,000 for the First Time in History, While Yen Weakness Persists Amid Intervention Fears 💹 Stock Market: Policy Optimism Fuels Record-Breaking Rally At the start of the week, the Nikkei 225 surged past the historic 50,000 mark for the first time ever.Investor sentiment was lifted by strong expectations for […]
U.S. September CPI Results (Released October 24, 2025)
U.S. September CPI Results (Released October 24, 2025) 📊 Headline Data CPI (MoM): +0.3%（forecast +0.3%, previous +0.4%） CPI (YoY): +3.0%（previous +2.9%） Core CPI (MoM, ex-food & energy): +0.2%（previous +0.3%） Core CPI (YoY): +3.0%（previous +3.0%） Inflation in September came in exactly as expected, confirming a gradual cooling trend from summer levels.While the headline figure rose slightly […]
✅ This Week: Yen Weakness Dominates — Markets Eye U.S. CPI for Direction
✅ This Week: Yen Weakness Dominates — Markets Eye U.S. CPI for Direction 💴 Yen Weakness Accelerates on Expectations for Takaichi’s Economic Policies The yen continues to depreciate this week, fueled by optimism surrounding the newly inaugurated Takaichi administration’s pro-growth policies. In her policy speech today, Prime Minister Sanae Takaichi emphasized: “Economic growth will be […]
✅ Markets Mixed as Pound Slumps — Dollar Strength Reignited, Gold Enters Correction Phase
✅ Markets Mixed as Pound Slumps — Dollar Strength Reignited, Gold Enters Correction Phase 💹 Market Overview: Risk Assets Enter a Correction, FX Mixed This week’s market tone remains indecisive and range-bound, with traders lacking clear directional conviction.The key development has been a pullback in gold prices, which had surged to record highs earlier this […]
✅ Political Transition Eases Uncertainty — Focus Shifts to Bank of Japan Policy
✅ Political Transition Eases Uncertainty — Focus Shifts to Bank of Japan Policy 🏛 Politics: Prime Minister Takaichi’s Cabinet Launches — Market Cheers with Stock Gains & Yen Weakness Sanae Takaichi officially took office today as Japan’s new Prime Minister, following the coalition agreement between the Liberal Democratic Party (LDP) and the Japan Innovation Party […]
✅ USD/JPY Rises Then Falls — “Takaichi Trade” Fades; Euro Capped by French Bond Concerns
✅ USD/JPY Rises Then Falls — “Takaichi Trade” Fades; Euro Capped by French Bond Concerns 💹 Tokyo Session: “Takaichi Trade” Runs Its Course, USD/JPY Round-Trips In the Tokyo FX market, USD/JPY showed a “round-trip” move — rising early before retracing gains.With several U.S. economic data releases postponed, focus shifted squarely to Japan’s political landscape. The […]
✅ U.S. Regional Bank Scandal Triggers Renewed Dollar Selling — USD/JPY Falls into ¥149 Range
✅ U.S. Regional Bank Scandal Triggers Renewed Dollar Selling — USD/JPY Falls into ¥149 Range 💥 Fresh Dollar Sell-Off Sparked by U.S. Regional Bank Credit Fears In New York trading, U.S. regional bank shares plunged after revelations of fraudulent loan activity, igniting renewed concerns over financial stability.The resulting risk-off sentiment triggered another wave of broad-based […]
✅ Dollar Weakness Persists — Focus Turns to Sustainability of USD/JPY Below 150
✅ Dollar Weakness Persists — Focus Turns to Sustainability of USD/JPY Below 150 💹 This Week’s FX Market: Dollar Selling Dominates, Political Risks Weigh The foreign exchange market this week has been led by broad-based dollar selling.USD/JPY fell to around ¥150.50 in Tokyo trading, marking a sharp reversal of the so-called “Takaichi Trade” that had […]
✅ Yen Buying Prevails Beneath the Surface of Stock Gains — Triple Risks Cap Upside
✅ Yen Buying Prevails Beneath the Surface of Stock Gains — Triple Risks Cap Upside 💹 Tokyo Session: Yen Buying Persists Despite Stock Rally The Nikkei surged sharply in Tokyo trading, yet the FX market was dominated by yen buying pressure. USD/JPY fell below the key ¥151 level in the afternoon. EUR/JPY slipped from […]
✅ U.S.–China Tensions Resurface, Risk-Off Mood Returns — Powell’s Speech in Focus for Dollar-Yen Direction
✅ U.S.–China Tensions Resurface, Risk-Off Mood Returns — Powell’s Speech in Focus for Dollar-Yen Direction 🌏 Renewed U.S.–China Friction Sparks Risk Aversion The U.S. Trade Representative (USTR) announced the resumption of Section 301 investigations into China, prompting a sharp and defiant response from Beijing.This reignited U.S.–China tensions, fueling risk-off sentiment across markets in the afternoon […]