历史新高！突破54000点！日本股市，再度大涨！日本央行，发布重大预告

Core Viewpoint - The Japanese stock market has reached a new historical high, with the Nikkei 225 index surpassing 54,000 points, reflecting strong market performance despite rising bond yields and concerns over fiscal policy due to potential early elections [1][3]. Group 1: Stock Market Performance - On January 14, the Nikkei 225 index opened high and closed with a gain of nearly 1.5%, reaching 54,341 points, marking a historical peak [1][3]. - The index has seen a cumulative increase of over 4,000 points since the beginning of 2026, representing an approximate rise of 8% [3]. Group 2: Bond Market Dynamics - Japanese government bonds faced significant selling pressure, with the 10-year bond yield rising to 2.18%, the highest level since February 1999 [2][7]. - The 5-year bond yield also reached a record high of 1.615%, while the newly issued 20-year bond yield climbed to 3.165%, setting a new historical benchmark [7]. Group 3: Currency Fluctuations - The Japanese yen weakened significantly, trading at 159.456 yen per dollar, the lowest since July 2024 [8]. - Analysts suggest that if the yen falls below 161, it may trigger intervention to stabilize the currency, potentially impacting expectations for interest rate hikes by the Bank of Japan [8]. Group 4: Political Developments - Prime Minister Kishi Sanae is expected to dissolve the House of Representatives on January 23, leading to early elections, which may affect fiscal policy and market stability [9][10]. - Concerns are rising regarding the potential for increased fiscal risks if the ruling party wins the upcoming elections, as it may lead to more expansive fiscal policies [10].