Topic

Takaichi victory, Nikkei hits record

3h

Japan's Nikkei 225 rose to a record high after Sanae Takaichi's decisive victory, as investors hoped for stimulus while bond and currency traders remained skeptical.

Reposted by Lars P. Feld

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Reposted by Nouriel Roubini

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#Takaichi's victory leading to a trade war once again: expect a strong equity market, weaker yen, and even higher #JGB yields, as markets anticipate more fiscal stimulus. #Takaichi confirmed the reduction in VAT and a further push to national security. #Defense stocks will continue to rock!
February 8, 2026 at 11:59 PM
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Reposted by Lars P. Feld

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Reposted by Fabián Muniesa

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It will be interesting to see how the market for Japanese government bonds reacts to this on Monday.

#economy #markets #Japan #bonds
February 8, 2026 at 3:25 PM

Reposted by Naomi Wolf

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Japan's Prime Minister Sanae Takaichi won a sweeping mandate from voters for her economic agenda and tough stances on immigration and China www.nytimes.com/2026/02/08/w...
Japan’s Leader Wins in a Landslide, Clearing Way for Hard-Line Agenda
www.nytimes.com
February 8, 2026 at 7:15 PM
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Japan's Sanae Takaichi has won a landslide election. She presents herself as a new broom & a break from past leaders with her love of heavy metal & motorbikes. But she is an ultra-conservative & leader of the Liberal Democratic Party who have dominated post-war Japanese politics.
February 8, 2026 at 7:26 PM