By Anton Bridge TOKYO (Reuters) -The "Takaichi trade" that propelled Japanese stocks to record highs this week passed by the banking sector, which heavily underperformed the market as investors, bracing for Sanae Takaichi as the nation's new leader, repriced their exposure. But not for long, some analysts say, as the economic landscape under a Takaichi government is likely to buoy finance. Markets have homed in on Takaichi's support for fiscal stimulus and looser monetary policy - a powerful prop for st ...

RT plur daddy (@plur_daddy)Forgot one key sentence, the two speed economy makes it goldilocks as the genuine weakness in parts of the economy creates a justification for continued fiscal/monetary stimulus while continuing to benefit asset owners. Be the asset owner, the beneficiary of it all. ...

The Trump administration is very much aligned with seeing the success of the American worker. So a number of the policies that are being effectuated really are about the average American family feeling that life is better and working better for them. This backdrop is fueling much of the enthusiasm that we see in markets in the United States.And then, of course, we're on a program of both fiscal and monetary stimulus that you would expect to see in the middle of a recession. We're seeing right here, right no ...

The dollar index (DXY00) on Monday rose by +0.39% and posted a 1-week high.  The dollar moved higher on Monday after French Prime Minister Lecornu resigned, which undercut the euro.  Also, the yen tumbled against the dollar after Sanae Takaichi, a proponent of easy fiscal and monetary policy, won Saturday's election to become Japan's new prime minister. Higher T-note yields on Monday also strengthened the dollar's interest rate differentials. The ongoing shutdown of the US government is bearish for the do ...

It's Andy Brener, head of international fixed income at National Alliance. Joining us now as part of our bond report. Andy, great to have you back on.Is Japan just like a political fight about the next prime minister or is Japan and maybe others telling us a larger story about global markets. Brian, thanks for having me on as always. I think it's telling us a larger story.this new prime minister is is is a fiscal is someone that really wants to use fiscal stimulus and the bond mark the Japanese bond market ...

Market Analysis by covering: US Dollar Japanese Yen, Nikkei 225, Japan 2-Year, Japan 30-Year. Read 's Market Analysis on Investing.com ...

Market Overview - The current market is experiencing all-time highs with significant activity in the IPO market and potential for a Federal Reserve rate cut cycle, although this is not guaranteed [1][3]. - The chief investment strategist at Northern Trust Asset Management expresses a mix of excitement and caution regarding the market's performance, particularly with record levels in major indices like the Dow, NASDAQ, S&P, and Russell [2]. Economic Drivers - Key factors driving the market include the Federal Reserve's movement towards a rate-cutting cycle, although it is not confirmed to be sequential [3][4]. - Anticipated fiscal stimulus is expected to enter the system in early 2026, which is seen as supportive for the market [4]. - Earnings estimates for the S&P 500 and small-cap companies are projected to improve, indicating a broadening participation across corporate America [5][6]. Federal Reserve Insights - Recent Federal Reserve meetings show a shift towards stability with only one dissenting vote, suggesting a more unified stance among voting members [8]. - The balance of risks has shifted towards the labor market, which has softened, but the U.S. economy is not expected to enter a recession [9][10]. - Inflation remains a significant concern, with expectations of rising inflationary pressures into early 2026 due to tariffs affecting the consumer price index [11].

Key TakeawaysLennar Corporation (LEN) reported mixed third-quarter 2025 earnings, with EPS beating estimates at $2.29 but revenue falling short of expectations at $8.81 billion, alongside a significant year-over-year EPS drop and conservative Q4 guidance.FedEx (FDX) is set to complete its Amazon (AMZN) onboarding by the third quarter, focusing on larger, heavier packages, marking a significant rekindling of their partnership and potentially bolstering holiday delivery capacity.Japan's Sanae Takaichi plans t ...

For the past two years, Chinese officials unleashed major fiscal and monetary stimulus after disappointing data in the final quarters. This time around, Beijing has fewer options https://t.co/j7WC5uMOjP ...

By Mike Dolan LONDON (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets A pivotal week for big central bank decisions started quietly for world markets, with the U.S. Federal Reserve expected to deliver its first rate cut of the year and the only debate seemingly about whether it's a quarter point or 50 basis points. With the U.S. labor market softening, even as consumer price inflation remains sticky, the main question for investors is whether ...