“黑天鹅”突袭!刚刚,大跳水!
券商中国·2025-09-02 12:11

Core Viewpoint - The article discusses the political turmoil in Japan, particularly the resignation intentions of key figures in the ruling Liberal Democratic Party (LDP), which has led to a significant drop in the yen's value against the dollar, raising concerns about the stability of Prime Minister Kishida's government [1][2][4]. Group 1: Political Developments - On September 2, key LDP officials, including Secretary-General Hiroshi Moriyama, expressed their intention to resign following the party's poor performance in the recent House of Councillors election [1][4]. - The LDP's loss in the election was significant, as it failed to secure a majority in both houses of the Diet for the first time since its establishment in 1955 [6][7]. - The party's election strategy, which included cash handouts, faced criticism and was cited as a reason for the electoral defeat [7]. Group 2: Economic Impact - Following the political developments, the yen experienced a sharp decline, with the USD/JPY exchange rate rising over 1% on the same day [2]. - The political instability has raised concerns about the future operations of Kishida's government, with potential implications for economic policies and trade negotiations [1][9]. Group 3: Future Implications - There is speculation about an early leadership election within the LDP, contingent on the support of party members and local representatives [5][10]. - Kishida's recent statements indicate a willingness to step down if necessary, which could lead to a shift in leadership and policy direction [8][9]. - Recent polls show mixed support for Kishida, with some members advocating for a leadership change while others express support for his continuation [10][11].