Overview
- Takaichi formalized a new party lineup, naming Shunichi Suzuki secretary general and appointing Taro Aso as LDP vice president, with Haruko Arimura, Takayuki Kobayashi and Keiji Furuya to other top posts.
- She has begun outreach to expand the ruling bloc, meeting DPFP leader Yuichiro Tamaki as Aso held separate talks with the party’s secretary general, with the LDP considering offering a ministerial post if negotiations advance.
- Komeito leader Tetsuo Saito conveyed supporters’ concerns over Takaichi’s conservatism and warned coalition support hinges on easing those worries, including caution over Yasukuni visits.
- Investors bet on pro‑growth policies, driving the Nikkei to record highs, pushing the yen past 150 per dollar and lifting super‑long JGB yields, though a 30‑year bond auction drew solid demand.
- Goldman Sachs said her agenda poses upside risks to long‑end JGB yields with potential spillovers to UK and US bonds, while other analysts expect any near‑term fiscal expansion to be limited by inflation and debt constraints.