Topic

Surprise Japan win lifts Nikkei

14h

Japan's ruling Liberal Democratic Party won an unexpectedly large electoral victory, sending the Nikkei to a record high and lifting Asian markets while bond and currency investors remained skeptical.

Reposted by Nouriel Roubini

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#Japan’s #Takaichi landslide victory puts us back positive for stocks and negative for Japanese bonds
aliciagarciaherrero.substack.com/p/japans-tak...
February 9, 2026 at 7:39 AM

Reposted by Lars P. Feld

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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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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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In latest Asia Times #GRRM James Davis assesses why negotiations to end the Ukraine conflict won’t succeed … and Diego Faßnacht analyzes possible gaps between Germany’s rhetoric on defense and its actual capabilities. asiatimes.com/2026/02/japa...
Japan’s election tests its ability to navigate the Trump era - Asia Times
Subscribe now with a one-month trial for only $1, then enjoy the first year at an exclusive rate of just $99. Japan’s political equilibrium is on the
asiatimes.com
February 9, 2026 at 3:47 PM
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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