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Takaichi Confirmed as Japan’s Prime Minister as Nikkei Sets Record and Yen Weakens

Markets await cabinet choices to judge whether the stimulus trade has staying power.

Overview

  • Parliament elected Sanae Takaichi prime minister, with the Liberal Democratic Party governing alongside the Japan Innovation Party in a minority arrangement.
  • The Nikkei closed at a record 49,316 after nearing 50,000 intraday, then slipped about 0.5% on Wednesday as traders booked profits.
  • The yen fell to roughly ¥151–152 per dollar following her election, while Japanese government bond yields moved only slightly.
  • Investors are pricing the so‑called Takaichi trade that favors equities and a softer yen, though minority status could limit large-scale fiscal stimulus.
  • Broadcaster FNN reported Takaichi plans to appoint Satsuki Katayama as finance minister, a pending choice seen as a guide to the policy mix.