What will a resurgent Takaichi do on Japan’s fiscal policy? https://t.co/RzEYVTcA7r ...

NEWSMAKERS AND MARKET MOVERS. THIS IS THE PULSE WITH FRANCINE LACQUA. FRANCINE: WELCOME TO THE PULSE.I'M FRANCINE LACQUA IN LONDON. A BOLD GAMBLE BY THE JAPANESE PRIME MINISTER PAID OFF IN SPECTACULAR FASHION WITH TAKAICHI SECURING THE BIGGEST EVER PARLIAMENTARY MAJORITY FOR ANY POST WAR LEADER IN JAPAN. A REVERSAL OF FORTUNE FOR THE LIBERAL DEMOCRATIC PARTY THAT LOST CONTROL OF BUST -- BOTH HOUSES OF PARLIAMENT A FEW MONTHS AGO.SILAS, THANK YOU TO JOINING -- FOR JOINING US. WHEN IT COMES TO DOMESTIC FISCAL ...

>> LIVE FROM LONDON, THIS IS "BLOOMBERG DAYBREAK: EUROPE." JAPANESE STOCKS SURGE AND THE YEN URGES DUST AND JUST HIRE AS TAKAICHI WINS A SUPER MAJORITY AND A MANDATE FOR HER SPENDING PLANS. STARMER UNDER STRAIN AS THE PRIME MINISTER'S CLOSEST AIDE QUITS AMONG CONTROVERSY. WE WILL GET THE VIEW FROM THE REFORM UK DEPUTY LEADER.PLUS, EASING TENSIONS. OIL DECLINES AFTER IRAN DESCRIBES ITS NUCLEAR TALKS WITH THE U.S. AS A STEP FORWARD. HAPPY MONDAY, WELCOME TO A NEW WEEK.IT IS A BIG ONE WHEN IT COMES TO DATA, EA ...

>> THIS IS THE ASIA TRADE. I AM SHERY AHN IN TOKYO. >> I AM AVRIL HONG IN SINGAPORE. YOUR TOP STORIES THIS HOUR. ASIAN STOCKS SET FOR A POSITIVE START TO THE WEEK AFTER WALL STREET'S BEST DAY SINCE MAY. INVESTORS IN THIS REGION ALSO ASSESSING ELECTION VICTORIES TO RULING PARTIES IN JAPAN AND THAILAND. THE YEN IN FOCUS WITH JAPAN'S LBP SECURING A SUPER MAJORITY, SETTING THE STAGE FOR FURTHER FISCAL STIMULUS FROM PRIME MINISTERS. WE WILL GET REACTION ON THE BUSINESS AND POLITICAL IMPACT. THE ASIA GROUP AND A ...

Japanese workers’ real wages fell in every month of 2025, underscoring the persistence of inflation and bolstering the case for Takaichi to continue down a more expansionary fiscal path https://t.co/c9CmrtcLgK ...

This is Wall Street Week. I'm David Westin, bringing you stories of capitalism. Gold is all over the place, from setting new records to plummeting, to a partial recovery. What does it mean for investors and for those getting the gold out of the ground? Plus, the US had its China shock 20 years ago. Is Europe in store for its own version this time as China looks to find new markets for its exports? And investing in art can be fun. It can be satisfying. But like any investment, it can go down as well as up. W ...

Core Viewpoint - The discussion emphasizes a positive outlook for the market, driven by factors such as a dovish Federal Reserve, supportive fiscal policies, and ongoing AI capital expenditure growth, suggesting a strong economic environment ahead. Market Outlook - The Carson Group holds an aggressive view for the market's trajectory towards 2026, indicating that credit spreads show no stress in the financial system, with high yield bonds performing well relative to treasuries, signaling confidence in credit markets [1][2]. - The advanced decline lines indicate strong market participation, particularly in sectors like industrials and small caps, which have recently outperformed the S&P 500 [1][2]. - Historical patterns suggest that when advanced decline lines reach new highs, there is typically a 9 to 12 month period before the market peaks, indicating potential for continued growth [1]. Federal Reserve and Inflation - The Federal Reserve is perceived as more dovish compared to previous midterm years, which were marked by hawkish policies, suggesting a more favorable environment for investors [1][2]. - Inflation is currently modeled around 3%, with expectations that the Fed may not hike rates further and could potentially cut rates in the latter half of the year [2][3]. - The Fed's historical actions of cutting rates near all-time highs have led to positive market performance in the following year, reinforcing the notion that the current economic conditions are stable [2]. Economic Indicators - The labor market remains strong, with unemployment at 4.4%, indicating a healthy economy, and jobless claims not showing significant spikes [3]. - Productivity growth is noted at 4.9%, which historically correlates with better economic performance and stock market returns [3][4]. - The fiscal policy is expected to remain supportive, with tax cuts and increased consumer spending anticipated to bolster economic activity [3][4]. Sector Performance - The discussion highlights a broadening market theme, where sectors beyond the major tech stocks (MAG) are contributing positively to market gains, with small and mid-cap stocks showing significant performance [7][8]. - The S&P 500 equal weight index recently reached an all-time high, indicating that a wider array of stocks is participating in the market rally [8][9]. Bull Market Cycle - The current bull market is considered to be in its early stages, with historical data suggesting that bull markets can last significantly longer than commonly perceived, potentially extending for several more years [14][16]. - Small caps and energy stocks are noted to be breaking out to levels not seen in years, indicating potential for continued growth in these sectors [17][18].

I think the most recent development is. The MSCI. Threatening or saying that Indonesia is at risk of being downgraded.What went wrong there. As I told you that in transparency in the market, this was quite big. I've told even I've told myself to the uh, stock market management at several months ago to clarify the market from this cooking practice of manipulating prices of shares.But they didn't do anything. So to me, MSCI warning is a good thing because we, I can write them to clear the market practice. Tho ...

Group 1: Leadership and Roles - Frank J. Bisignano has taken on the dual role of commissioner of the Social Security Administration (SSA) and CEO of the Internal Revenue Service (IRS), overseeing two of the largest government agencies with significant budgets [1][3] - Bisignano's background includes leadership positions in major financial institutions and fintech companies, such as CEO of Fiserv and First Data, and co-COO of J.P. Morgan Chase [2] Group 2: Agency Operations and Budget - The SSA is the largest retirement system globally, disbursing $1.5 trillion annually to over 70 million beneficiaries, while the IRS collects more than $5 trillion in annual taxes, funding over 90% of federal operations [3] - The combined operating budgets of the SSA and IRS exceed $30 billion, with a workforce of around 150,000, highlighting the need for improved efficiency and customer service [4] Group 3: Modernization Efforts - Bisignano is focusing on modernizing the IRS by implementing a technology-driven approach to tax administration, drawing from his experience in digital transformations [5] - This modernization could lead to faster processing times and more data-driven enforcement, necessitating upgrades in systems, controls, and outreach strategies for companies and advisors [6]

On October 24th, 2025, newly elected Japanese Prime Minister Sonah Takahichi gave her initial economic policy speech where she committed to, in her words, a robust [music] stimulus package. Now, this policy shift was a blow to Japanese bonds as 40-year yields moved from 3.37% up to a high of 4.21% on January 20th. The yen, already on a slide against the dollar that began in early 2021, continued lower, bottoming on January 14th at 159 yen to the dollar.Now, the low marked a total of a 35% drop against the d ...