Weekly
Weekly
US and Japanese markets, one piece each after the week closes. Only the two or three things that actually moved prices.
Japan weekly · 2026-09-25The yen fell 1.7% after the BOJ's hike, and the Nikkei's 2.1% gain rested on chip stocks
A two-day week after the BOJ hike: Nikkei +2.1%, TOPIX +0.9%, Growth 250 −0.8%. The 10-year JGB rose to 3.07% yet the yen slid to 158.8. Foreigners were net sellers for a 2nd week to Sep 18.
Japan weekly · data as of 2026-09-25US weekly · 2026-09-25Megacaps party, bonds sound the alarm: the Nasdaq 100 gains 3.3% as the 10-year yield hits its highest since 2007
The Nasdaq 100 rose 3.3% while the equal-weight S&P and the Russell 2000 fell. The 10-year yield touched 5.22%, a 2007 high, and junk spreads widened 25bp. A dangerously narrow rally.
US weekly · data as of 2026-09-25