高市早苗有望在众议院拿下多数席位 “安倍式大放水”箭在弦上! 日元与国债继续猛跌?

Group 1 - The core viewpoint is that Prime Minister Sanna Takichi's ruling coalition is expected to gain a slight majority in the House of Representatives, which could enhance her political power and facilitate the passage of upcoming budgets [1][2] - The addition of three members from the "Reform Association" to the ruling coalition will increase the total number of seats to 233 in the 465-seat House of Representatives, providing a narrow majority [1] - This political stability is seen as a potential short-term boost for the Japanese stock market, driven by expectations of stimulus budget policies [2][3] Group 2 - The current financial market in Japan is experiencing a "triple hit" of stocks, bonds, and currency, with the ruling coalition's slight majority signaling a combination of political stability and increased fiscal spending [2] - The market is reacting to the anticipated revival of "Abenomics," which emphasizes aggressive fiscal policies and a cautious approach to monetary tightening [3] - The "Sanna Takichi trade" reflects market speculation on stronger fiscal stimulus and support for industries, leading to a surge in Japanese stocks and a depreciation of the yen [3]