Japan’s likely next prime minister Sanae Takaichi will boost equity sentiment due to her pro-stimulus plans, but her easy monetary policy stance may weigh on the yen, according to strategists https://t.co/GtDIllMLBq ...

The Japanese yen dropped after a ruling-party vote positioned pro-stimulus lawmaker Sanae Takaichi to become the country’s next leader. https://t.co/Mt2Eq0S3Rt ...

Japanese stocks and long-term government bond yields will likely rise when markets open on Monday, after a ruling-party vote positioned pro-stimulus lawmaker Sanae Takaichi to become the next prime minister https://t.co/GkBiFMv6dU ...

Japan’s stock market will likely get support while the yen and long-term government bonds come under pressure following the surprise victory of pro-stimulus Sanae Takaichi in the nation’s ruling party leadership election https://t.co/2O18DBoKC1 ...

Europe’s largest asset manager is betting against the pound on expectations that the Bank of England will unleash a fresh wave of stimulus as it prioritizes supporting growth over taming inflation https://t.co/hg2EQSD0nb ...

Economic Indicators - Monthly tariffs amount to $30 billion (approximately $300 billion annually) [1] - Tax receipts are growing at approximately 10% year-over-year [1] - Despite tariff revenue and tax receipt growth, the deficit is larger than the previous year [1] Market Analysis - The confluence of factors suggests a "perpetual motion machine" of stimulus [1] - It is argued that classic recessions are potentially obsolete [1]

China’s economic activity slowed more than expected in August, adding to the likelihood that policymakers will roll out more stimulus to hit the official growth goal https://t.co/uEr6dqx5Ri ...

Economic Stimulus - Indonesia will add 16 trillion rupiah (approximately $1 billion USD, based on current exchange rates) in stimulus this year [1] Economic Growth - The stimulus aims to maintain growth in Southeast Asia's largest economy [1]

Group 1 - Asian markets have experienced a relief rally due to the absence of expected US tariffs, improving overall sentiment [1] - Onshore Chinese stocks performed well, with the CSI 300 Index rising by up to 1% as economic activity data indicated a slowdown, increasing the likelihood of more stimulus from policymakers [1] - South Korea's Kospi index reached a new record after the government decided not to lower the capital gains tax threshold for stock investors [1] Group 2 - The MSCI Asia gauge has increased by over 21% in 2025, outperforming the S&P 500 Index by approximately 10 percentage points [2] - Investor confidence in Asia's continued outperformance is bolstered by expectations of Federal Reserve easing, enhancing the appeal of emerging-market assets [2] - A global equities gauge is trading at record levels, supported by US inflation data that strengthens the case for the Fed to lower rates [2] Group 3 - Central banks in Asia are cutting interest rates more aggressively than anticipated, with more expected to follow in response to growth challenges posed by tariffs [3] - The rally in Asian markets is described as a "bullet train," driven by AI enthusiasm, liquidity, and momentum [3] - The record high in Asian markets signifies that liquidity and sentiment are dominant factors in the current market environment [3]

Economic Activity - China's economic activity slowed more than expected across the board [1] - Investment experienced a sharp slump [1] Policy Implications - Increased likelihood of policymakers rolling out more stimulus [1]