Takaichi's fiscal push could lift growth — and Japan's already-rising interest bill

Prime Minister Sanae Takaichi's planned food-tax cut would reduce annual government revenue by an estimated 4.4 trillion yen, just as Japan's borrowing costs and debt-servicing bill are rising. Higher JGB yields may attract domestic investors and prevent a disorderly bond sell-off, but they would steadily reduce the government's fiscal room.

CNBC • Aug 4, 2026

A Two Way Yen: No Carry Crash For The US Markets, And HEWJ Over EWJ

US-Japan intervention caps yen disorder rather than its level, so the carry trade stays funded and US markets face episodic risk-off air-pockets, not a structural unwind. The rate differential of ~2.5 points is intact, keeping the funding tailwind alive but fading, while rising yen volatility and intervention timing lift risk premia without becoming a systematic threat.

Seeking Alpha • Aug 4, 2026

Japan and U.S. Join Hands to Support the Yen: ETFs to Benefit

Japan and the U.S. step in to support the yen. See which ETFs could benefit from a stronger yen -- and which export-focused funds may face pressure.

Zacks Investment Research • Aug 3, 2026

Top Nikkei 225 Index catalysts this week: yen rescue, Softbank earnings and more

The Nikkei 225 Index retreated by over 1.52% on Monday as investors reacted to several events, including the Japanese yen rescue and the upcoming corporate earnings. It dropped to 63,390, down by 12.9% from its peak this year.

Invezz • Aug 3, 2026

BOJ holds rates at 1%, warns of underlying inflation exceeding 2% target

The decision comes as speculation continues to swirl around whether the Bank of Japan will hike rates at a faster pace.

CNBC • Jul 31, 2026

Nikkei 225, Kospi jolt Asian markets as AI rout and Fed fears collide

Asian stocks were mixed on Thursday as investors assessed the fallout from the AI sell-off, the Federal Reserve's rate outlook and renewed tensions in the Middle East. The MSCI Asia-Pacific gauge excluding Japan was little changed after swinging between gains and losses.

Invezz • Jul 30, 2026

Hang Seng Index is soaring as Kospi and Nikkei 225 implode: here's why

The Hang Seng Index has outperformed its major Asian peers this year, even as the Kospi and Nikkei 225 have come under pressure. The index has rebounded nearly 14% from its lowest level this year, while the Nikkei 225 and Kospi have fallen about 15% and 40%, respectively, from their year-highs.

Invezz • Jul 29, 2026

Nikkei 225 Index: Kioxia earnings and other catalysts for Japan stocks this week

The Nikkei 225 Index tilted upwards on Monday, even as top technology stocks declined. It rose by 27 basis points to 64,780, up a bit from this month's low of 62,646.

Invezz • Jul 27, 2026

Nikkei Rises 0.4%, Led by Airline, Auto Stocks

Japanese stocks were higher as fears about a further escalation of the Iran conflict ease for now.

WSJ • Jul 27, 2026

Japan core inflation rate in June creeps up from 4-year low as higher oil prices bite

This is the first rise in core inflation since March, and was in line with the1.6% growth expected by economists polled by Reuters.

CNBC • Jul 23, 2026