🇯🇵 JAPAN SHOCKWAVE: “SANAENOMICS” IGNITES MARKETS

Japan’s PM Sanae Takaichi just secured a rare 2/3 supermajority, giving her coalition the power to pass major reforms without opposition roadblocks.

📈 Market Reaction

• Nikkei surged past 56,000 (record high)

• Yen dipped on stimulus expectations, then stabilized after intervention warning

🏗️ Policy Signals

• Larger defense spending

• Massive infrastructure push

• Aggressive but “responsible” fiscal expansion

🏦 Monetary Shift

Analysts now expect 3 BOJ rate hikes this year (not 2) as Japan finally normalizes policy.

🌍 Global Ripple Effects

Japan is the largest foreign holder of U.S. Treasuries — any shift in its bond strategy could push global yields higher.

📊 Market Themes to Watch

• Defense stocks

• Industrial + infrastructure plays

• U.S.–Japan strategic supply chains

⚠️ Big picture: “Sanaenomics” may mark Japan’s most aggressive economic pivot in decades — and global markets are already reacting.

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