随着被视为已故日本首相安倍晋三门徒的，日本金融市场正迅速为"安倍经济学"的可能回归进行定价。 与此同时，日元兑美元汇率大幅走弱1.5%，逼近150这一备受关注的关键水平。而日元兑欧元汇率已跌至历史新低。 债券市场同样上演剧烈波动，对未来财政扩张的担忧推动长期利率走高，日本40年期国债收益率一度飙升14个基点至3.52%。 高市早苗即将成为日本新任首相，市场预期她将重启以大规模财政刺激和超宽松货币政策为核心的经济议程，这迅速点燃了日本股市，并引发了 外汇市场的剧烈波动。 周一东京市场开盘后，日经225指数应声大涨超过4%，创下数月来最大单日涨幅，日本东证指数涨3%。 这些走势反映出投资者正在积极部署所谓的"高市早苗交易"（Takaichi trade）。写道，市场普遍预期，高市早苗主张财政扩张和政治右倾立场， 被视为已故首相安倍晋三的门徒。她呼吁保持宽松货币政策，认为日本央行不应加息。 交易员表示，"安倍经济学"时代的回归可能会进一步削弱日元、提振股市，并导致长期日本国债收益率大幅上升。据美银美林策略师分析，高市 早苗的胜选可能导致日元走弱和日本国债收益率曲线的陡峭化。 "安倍经济学"继承者的政策蓝图 据央视新 ...

随着被视为已故日本首相安倍晋三门徒的高市早苗赢得执政党党首选举，日本金融市场正迅速为"安倍经济学"的可能回归进行定价。 高市早苗即将成为日本新任首相，市场预期她将重启以大规模财政刺激和超宽松货币政策为核心的经济议程，这迅速点燃了日本股市，并引发了 外汇市场的剧烈波动。 周一东京市场开盘后，日经225指数应声大涨超过4%，创下数月来最大单日涨幅，日本东证指数涨3%。 与此同时，日元兑美元汇率大幅走弱1.5%，逼近150这一备受关注的关键水平。而日元兑欧元汇率已跌至历史新低。 "安倍经济学"继承者的政策蓝图 据央视新闻，当地时间10月4日，日本执政党自民党总裁选举结果揭晓，高市早苗击败小泉进次郎等多名竞争对手，成功当选自民党新一任总裁。 而高市早苗的经济政策主张带有鲜明的"安倍经济学"烙印。在当选后的新闻发布会上，她承诺将迅速采取措施应对通胀，政策选项包括增加对地 方政府的补贴，甚至不排除将消费税下调。 债券市场同样上演剧烈波动，对未来财政扩张的担忧推动长期利率走高，日本40年期国债收益率一度飙升14个基点至3.52%。 这些走势反映出投资者正在积极部署所谓的"高市早苗交易"（Takaichi trade）。华尔 ...

Group 1 - The Federal Reserve's interest rate cut probability for September is nearing certainty, with market expectations rising to approximately 95% after recent employment data [5][6] - Global stock markets experienced an uptick, with U.S. stock futures rising over 0.2%, and the MSCI Asia-Pacific Index increasing by 0.7%, led by South Korea [1][2][7] - Major European indices opened higher, with the Euro Stoxx 50 up 0.6%, and the German DAX also rising by 0.6% [2] Group 2 - The U.S. Treasury yields saw a slight increase, with the benchmark 10-year yield rising by over 1 basis point, and the 2-year yield increasing by more than 2 basis points [2] - Gold prices remained stable, hovering around two-week highs, while silver prices dipped slightly [3] - Oil prices stabilized after three consecutive days of decline, supported by Trump's threat of imposing 100% secondary sanctions on Russian oil buyers [4] Group 3 - Despite the recent highs in U.S. stock markets, major Wall Street firms, including Morgan Stanley and Deutsche Bank, warned of potential short-term corrections in the S&P 500 index due to high valuations and weakening economic data [8]

Core Points - The article discusses the impact of tariff uncertainties on the market, highlighting a slight increase in the US dollar and mixed performance in European stock indices [1][5] - A legal challenge to Trump's tariff agenda has been reported, with a US appellate court reinstating the tariff policy, providing the Trump administration with some relief [1][2] - Concerns about "stagflation and tariffs" are causing a decline in market risk appetite [1][2] Market Performance - European stock indices opened mixed, with the Euro Stoxx 50 down 0.02%, while the German DAX rose 0.1% and the UK FTSE 100 increased by 0.24% [3][5] - The 10-year US Treasury yield remained stable at 4.41% [4][5] - The S&P 500 futures showed little change, while the Nasdaq 100 futures fell by 0.1% [5] Currency and Commodity Movements - The US dollar index increased by 0.21% to 99.54 points, while the euro fell by 0.2% against the dollar to 1.1349 [5][8] - Gold prices decreased by 0.5% to $3,295.62 per ounce, and West Texas Intermediate crude oil fell by 0.2% to $60.79 per barrel [5]

Group 1 - Goldman Sachs raised the 12-month target for the Tokyo Stock Price Index (Topix) from 2775 to 2900 and adjusted the 2025 annual earnings growth forecast from -1% to 2% [1] - The adjustment by Goldman Sachs follows a strong upward trend in the Topix index, which has risen for 13 consecutive trading days as of May 13, after the US and China announced a temporary reduction in tariffs [1] - Foreign investors have increased their holdings in Japanese stocks for six consecutive weeks, marking the longest streak since February 16, 2024 [1] Group 2 - Major contributors to the rise in the Topix index include Japanese exporters like Toyota and Nintendo, with strong performance from bank stocks [2] - The easing of trade tensions between the US and China is expected to positively impact Japan's export economy, which has a significant reliance on these two countries [2] - There is a growing possibility of a trade agreement between Japan and the US due to the positive trade consensus between China and the US [2] Group 3 - Concerns have been raised about overly optimistic sentiment in the Japanese market, suggesting that market expectations may be ahead of actual developments [3]