深夜，日本突发

Group 1 - The recent election victory of Prime Minister Takaichi has resulted in the ruling party securing over half of the 465 seats in the House of Representatives, which may lead to increased market volatility [1] - The ruling coalition, including the Liberal Democratic Party and the Japan Innovation Party, has achieved a two-thirds majority of 310 seats, allowing them to more easily push legislation through the Diet [1] - Market analysts expect a "Takaichi trade" scenario, where stock prices rise, the yield curve steepens, and the yen weakens, following the election results [1][2] Group 2 - Asset Management One's chief strategist suggests that buying Japanese stocks and selling the yen and Japanese government bonds post-election will be effective strategies, supported by strong corporate earnings and dividend yields [2] - KCM Trade's chief market analyst views the election outcome as a clear political pathway for economic stimulus measures, which is a positive factor for the Nikkei index [2] - The weakening yen is seen as a double-edged sword, benefiting export companies while straining household budgets [2] Group 3 - Concerns about the sustainability of Japan's fiscal policy have been reignited by Takaichi's proposal to temporarily reduce the consumption tax on food to zero, leading to further risks of bond sell-offs [4] - Despite these concerns, the bond market showed some improvement last week, with upward pressure on yields easing, particularly in the ultra-long segment [5] - There is a counterpoint that a strong victory for Takaichi may reduce the pressure to implement stimulus measures, which will be tested in the market [5]