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Global markets rallied as US stocks hit new highs amid expectations of Federal Reserve rate cuts. Investors focus on economic data, including inflation and jobs, with US markets reacting to signs of a slowing labor market and easing inflation. Asian markets also gained, influenced by US policy outlooks.
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Japan's Nikkei 225 reached new record highs last week, driven by Prime Minister Ishiba's resignation, global monetary shifts, and AI investment. The US Federal Reserve's expected rate cut and a weaker yen have boosted markets, though risks remain if the yen strengthens unexpectedly.
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Japan's tankan survey shows improved business sentiment among large manufacturers, rising to 14, driven by U.S.-Japan tariff deal relief and inbound tourism. The Bank of Japan's interest rate decision may be influenced by these results, with some analysts expecting a rate hike soon.
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The yen has fallen to an eight-month low of 153.27 against the dollar, driven by receding speculation of a near-term BOJ rate hike. Treasury Secretary Bessent declined to comment on the currency level but praised BOJ Governor Ueda's capabilities. The move reflects market expectations and policy signals as of October 16, 2025.
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Yoshihide Suga's successor, Takaichi, 64, is Japan’s first female leader, promising a rightward shift with a focus on security, economic growth, and conservative social policies. Her election follows a turbulent political landscape, including a weakened LDP and regional security concerns, with her leadership likely to influence Japan’s domestic and foreign policies.
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Recent data shows UK inflation steady at 3.8% for September, below expectations, with food prices falling. Japan's inflation stayed at 2.8%, while euro area growth slowed to 0.9%. Central banks face pressure to adjust policies amid persistent price pressures.