Podcasts about Nikkei

Send us a textAcid Breath - Kobayashi Test - 7 October 2025Government shut, data feed dead, and the market is whispering its sins. I open today's Acid Breath by reading price as confession, not scripture. Regional banks are mating for survival as Fifth Third reaches for Comerica, a fear of dying small dressed up as synergy. A trillion dollars threatens to seep from emerging world vaults into dollar stablecoins, sovereign power seeping through circuitry, not warships. Stellantis vows 10 billion to resurrect itself. Fools. This is a suicide pact with a countdown clock. Then Japan takes center stage, a forty percent yen slide and a Nikkei that feels like a séance, the no win Kobayashi test for policy where every choice bleeds. Dots connect to form a melt up that flatters before it flays, with crypto and gold crowned as strange refuges when trust itself is scarce. This is provocation, not permission, a field guide to Tuesday's hangover and tomorrow's reckoning. Listen in, breathe deep, send me your heresies.Acid Capitalist™

France faces fresh political turmoil as PM Sébastien Lecornu resigns. Sam Fenwick hears from businesses and investors on shifting confidence in the country's economic direction.We examine the worsening conditions for women in Afghanistan, where the UN reports that the Taliban have severely restricted women's rights to work, study, and dress freely. And Japan's markets rally as Sanae Takaichi becomes the country's first female prime minister, with the Nikkei jumping nearly 5% on expectations of increased government spending and monetary easing.

The Nikkei hits an all-time high, surpassing the 48k-mark for the first time ever following the ruling LDP leadership vote which will see Sanae Takaichi installed as the country's first female prime minister. The U.S. government shutdown enters its sixth day with President Trump threatening mass federal lay-offs. In France, new prime minister Sebastien Lecornu picks his new cabinet with Macron ally Roland Lescure set to become the country's new finance ministerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

APAC stocks began the week mixed amid several holiday closures throughout the week and the ongoing US government shutdown.Nikkei 225 rallied, JPY fell and the JGB curve steepened amid hopes of fiscal loosening and a delay to BoJ policy normalisation following Sanae Takaichi's LDP leadership victory.Crude futures gained after OPEC+ producers agreed to a modest production increase of 137k bpd in November.Israel and Hamas are preparing for mediated negotiations on Monday in Egypt; hopes for a ceasefire have increased.NEC Director Hassett commented that mass layoffs of federal workers will begin if President Trump sees that shutdown talks are going nowhere.Looking ahead, highlights include EZ Construction PMI (Sep), Sentix (Oct), Retail Sales (Aug), US Employment Trends (Sep), New Zealand NZIER (Q3), BoE's Bailey, ECB's de Guindos, Lane, Escriva & Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wall St closed higher on Tuesday as investors overlooked government shutdown fears to post an unusually strong month of September. The Dow Jones rose 0.18% to close at a fresh record high while the Nasdaq added 0.31% and the S&P500 ended the day up 0.41%.With a potential government shutdown looming, investors have been wary about a slowing labour market, the risk of stagflation and elevated stock valuation, so although government shutdowns aren't usually market-moving events, this time we could see market movements as a result. In Europe overnight, markets closed higher led by Germany's DAX rising 0.57%, while the STOXX 600 gained 0.5%, the French CAC climbed 0.19% and, in the UK, the FTSE100 ended the day up 0.54%. Across the Asia markets on Tuesday, markets traded mixed as the latest data out of China showed manufacturing activity contracted for a 6th straight month, with the manufacturing PMI index coming in at 49.8 points. While still in contraction mode, the reading was better than economists were expecting and the strongest reading since March. Japan's Nikkei fell 0.25%, and South Korea's Kospi index lost 0.19%, while China's CSI index gained 0.45%, and Hong Kong's Hang Seng rose 0.95%.The local market closed 0.2% lower on Tuesday following a lacklustre session on Wall St on Monday and investors digested comments out of RBA Governor Michele Bullock after Australia's central bank maintained the current cash rate at 3.6% for the next period. Materials and industrials stocks bucked the trend yesterday to close higher while energy stocks were the hardest hit amid declining oil prices.Ms Bullock said market services inflation remains sticky and has been a key sticking point for the RBA's rate journey over the last year adding to the difficult decisions made around Australia's rate outlook pathway. For this reason, the RBA was content in holding the cash rate at the conclusion of yesterday's meeting for the period ahead.Seven West Media (ASX:SWM) and Southern Cross Media (ASX:SXL) shares rose over 7% and over 6% respectively yesterday on news of a proposed merger between the Australian media giants, while Restaurant Brands New Zealand soared almost 60% after receiving a takeover offer from its majority shareholder, Finaccess Restauracion, a Mexican company.What to watch today:On the commodities front this morning, oil is trading 1.5% lower at US$62.51/barrel, gold is up 0.33% at yet another record US$3845.83/ounce and iron ore is trading 0.09% lower at US$105.35/tonne.The Aussie dollar has further strengthened against the greenback overnight to buy 66.16 US cents, 97.82 Japanese Yen, 49.17 British Pence and 1 New Zealand dollar and 14 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.12%. Trading ideas:Bell Potter has increased the 12-month price target on Pantoro (ASX:PNR) from $2.15 to $2.80 and maintain a hold rating on the diversified mining services group as shares have climbed 130% in one year but some key catalysts and tailwinds including the gold price and new contract wins, are driving a strong growth outlook for the company which led the analyst to increase the 12-month PT and maintain a hold.And Trading Central has identified a bearish signal on Infratil (ASX:IFT) following the formation of a pattern over a period of 54-days which is roughly the same amount of time the share price may fall from the close of $10.73 to the range of $9.40 to $9.70 according to standard principles of technical analysis.

Wall St closed higher across the major averages on Monday as investors bought back into the AI darlings a week after scepticism rose around the sustainable growth of the sector. The S&P500 gained 0.2%, the Nasdaq rose 0.48% and the Dow Jones ended Monday's session up 0.15%. Shares of game maker EA Games rallied 4.5% after the company announced it's going to be taken private in an acquisition worth US$55bn.In Europe overnight markets closed higher to start the new trading week in the green. The STOXX600 rose 0.34%, Germany's DAX added 0.02%, the French CAC climbed 0.13% and, in the UK, the FTSE100 ended the day up 0.16%.Across the Asia region on Monday markets closed mixed with Japan's Nikkei falling 0.69%, while South Korea's Kospi index added 1.33%, Hong Kong's Hang Seng added 1.9% and China's CSI index gained 1.54%.Locally to start the new trading week, a healthcare rebound pushed the ASX to a positive close with the key index rallying 0.9% while the spot price of gold also reset a fresh record, propelling gold miners to new heights.Defence stocks were all the rage for investors yesterday with DroneShield soaring over 18% while EOS climbed almost 13% amid a tense backdrop in Europe with NATO boosting air-defence assets in response to new drone incursions at a key military base in Denmark last week. EOS also released a sales update yesterday revealing it is expecting full year revenue from existing contracts to be $115m to $125m in FY25 however, new orders could boost this by $25m in addition to its contract backlog with an estimated value of $299m.Synlait Milk share jumped 15% following the release of the company's full-year results yesterday. The dairy processor reported a more than twofold increase in underlying EBITDA, reaching NZ$107.2 million for FY 2025. Additionally, Synlait announced an agreement to sell its North Island assets to global healthcare giant Abbott Laboratories in a deal expected to generate around NZ$307 million in proceeds. What to watch today:On the commodities front this morning oil is trading 3.86% lower at US$63.18/barrel; gold is up 1.63% at a fresh record US$3829/ounce and iron ore is down 0.09% at US$105.35/tonne.The Aussie dollar has strengthened against the greenback to buy 65.78 US cents, 97.75 Japanese yen, 48.91 British pence and 1 New Zealand dollar and 14 cents.Ahead of Tuesday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.17%.Trading Ideas:Bell Potter has raised the 12-month price target on Electro Optic Systems (ASX:EOS) from $5.70 to $11 and maintain a buy rating on the Australian defence manufacturer specialising in advanced weapon systems and satellite tracking technology company following an update out yesterday including revenue guidance weaker than Bell Potter expected in the near term but strong tailwinds driving the long-term growth of the sector. Bell Potter has upgraded the 12-month TP reflecting a higher CY26e EV/EBITDA multiple due to strengthened confidence in longer term revenue growth.Trading Central has identified a bearish signal on HMC Capital (ASX:HMC) following the formation of a pattern over a period of 29-days which is roughly the same amount of time the share price may fall from the close of $3.23 to the range of $2.55 to $2.65 according to standard principles of technical analysis.

Wall St closed higher on Friday after personal consumption price index, the Fed's preferred measure of inflation, came in as expected at 2.9% for the month of August. The major indices snapped a 3-day losing streak on Friday with the S&P500 rising 0.6%, while the Nasdaq added 0.44% and the Dow Jones ended the day up 0.65%, but for the week the key indices each posted a loss.In Europe on Friday markets closed mostly higher led by the French CAC and FTSE 100 rising 0.97% and 0.96% respectively while the STOXX 600 added 0.8% and Germany's DAX ended the day up 0.87%.Across the Asia region on Friday markets closed lower as investors assessed the 100% healthcare tariffs announced by Trump and continue to monitor trade tensions between the world's largest economies. Hong Kong's Hang Seng fell 1.35%, India's Nifty 50 declined 0.95%, Japan's Nikkei lost 0.87% and South Korea's Kospi index ended the day down 2.45%.Locally on Friday the ASX200 posted a 0.17% rise on Friday as a materials rally offset weakness among healthcare and utilities stocks.Healthcare stocks tumbled on Friday after President Trump announced 100% tariffs on pharmaceutical companies.Pro Medicus (ASX:PME), CSL (ASX:CSL) and Telix (ASX:TLX) dropped between 2% and 3% on Friday, and even Mesoblast (ASX:MSB) and Clarity Pharmaceuticals (ASX:CU6) were caught up in the sell off despite both companies confirming their products were exempt from the new tariffs.Vulcan Energy (ASX:VUL) jumped 15% on a new contract signing to the value of $179m with a consortium to develop and build a geothermal power plant in Germany, while IperionX (ASX:IPX) rose 5.4% after receiving an additional US$25m award from the US department of War to strengthen the country's defence strategy. What to watch today:On the commodities front this morning oil is trading 0.32% higher at US$65.19/barrel, gold is up 0.5% at US$3768/ounce and iron ore is down 0.09% at US$105.44/tonne.The Aussie dollar has strengthened against the greenback to buy 65.45 US cents, 97.92 Japanese yen, 48.91 British pence and 1 New Zealand dollar and 13 cents.Ahead of Monday's trading session, the SPI futures are anticipating the ASX will open the day up 0.24%Trading Ideas:Bell Potter has increased the rating on Pantoro Gold (ASX:PNR) from a sell to a hold and have raised the 12-month price target on the gold production and development company from $4.40 to $5.35 following the release of the company's FY25 results including a $112m turnaround from a $46m loss in FY24 to a $66m profit in FY25. PNR has demonstrated a step-change in cash generation and is on track for gold production growth YOY, as well as multiple production sources are now established, de-risking the outlook which led to the rating upgrades.And Trading Central has identified a bullish signal on Karoon Energy (ASX:KAR) following the formation of a pattern over a period of 19-days which is roughly the same amount of time the share price may rise from the close of $1.73 to the range of $1.87 to $1.91 according to standard principles of technical analysis.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding   ・A highlight of our best stories Today we focus on:"Rents and investments soar across Japan” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 25 Sep 2025 07:38:00 -0000fullラジオNIKKEI 1735961d29dc-99e2-11f0-ad02-1fdd770b7c6c

Market news for September 24, 2025: Alibaba unveils largest new AI model, leads Asia tech rally; Japan's Nikkei closes at record as AI rally helps overcome early losses; Singapore dollar-backed XSGD stablecoin to launch on Coinbase on Sep 30. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

三菱商事や中部電力系などは8月、洋上風力発電の大規模入札「ラウンド1」で落札した3海域の事業から撤退すると発表しました。インフレによる資材高騰を理由とする撤退の判断から、より悪条件とされる後続の落札企業が相次いで撤退する懸念が生じています。再生可能エネルギー推進を柱とする日本の脱炭素戦略への影響と合わせ、NIKKEI GXの京塚環編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。NIKKEI GXを2カ月無料でお試しいただけるキャンペーンを実施しています。2025年11月13日までにお申し込みされた方が対象です。期間中に解約しても解約金はかかりません。法人契約の場合は、部署単位など複数名での購読に最適なプランをご提案します。詳細はこちら：https://www.nikkei.com/promotion/service/prime/gx/?n_cid=DSPRM1OTR_PrimeVOICE＿GX■NIKKEI GX編集長　京塚環　記者として機械、電機、商社、スタートアップを担当。2013年から4年間バンコクに駐在した。GXではカーボンクレジット制度などを幅広く取材してきた。海好きで、海の環境変化を肌で感じる日々。25年4月から現職。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録はこちら：https://www.nikkei.com/promotion/service/prime/【NIKKEI PODCAST】日経電子版Podcastポータルサイト：⁠https://www.nikkei.com/special/podcastXアカウント：@nikkeipodcast （ https://x.com/nikkeipodcast ）Instagramアカウント：@nikkeipodcast （ https://www.instagram.com/nikkeipodcast/ ）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）

Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news the latest data shows American business activity slowing further.But first up this morning we should note that the overnight dairy Pulse event brought little-change to either the ASMP or WMP prices. This is as expected for SMP but 'better' than expected for WMP. In NZD however there was a rise because the Kiwi dollar fell. All eyes are now on tomorrows Fonterra annual report.There were also no surprises in the S&P Global/Markit PMIs for the US for September. Both their flash factory and services PMI reading eased slightly, but are not contracting. Growth may be slowing, but selling price inflation is cooling too. The report noted weak new order growth and tariff-taxes were widely cited as the main cause of sharply higher costs, but the weaker demand and stiff competition reportedly limited the scope to raise selling prices,And that is confirmed in the Richmond Fed factory survey which turned down sharply in September. New order levels were weak, cost pressures strong. Services in the same mid-Atlantic area were not very positive either.There was another very large US Treasury 2yr Note auction today, one that saw another pull-back in overall support although the coverage remains strong. The median yield dipped to 3.52% from 3.60% at the prior equivalent event a month ago.In China, Nikkei has found that retail consumer loans are going bad faster, the latest headache for Chinese lenders already plagued by the country's real estate problems. And it comes just when the government aims to stimulate consumption through increased consumer debt backed up by more public borrowings. Nikkei Asia combed through the latest interim disclosures by mainland banks listed in Shanghai, Shenzhen and Hong Kong and found that nonperforming personal loans rose at a faster pace than those in the real estate sector during the first half of the year.Overnight, Taiwan reported yet another outstandingly good export orders data, again exceeding the expected very good expansion.Super Typhoon Ragasa is expected to hit Hong Kong today, and they are still expecting up to a 5m storm surge (above chart datum). But the eye of the storm is passing slightly south, so it will affect large parts of southern China.India's PMI's were again very expansionary in September for both their services and factory sectors. No signs of cooling in this market.In Europe, their PMIs continue with a modest expansion, even if it is their best in 16 months. But new order levels are only holding, not growing. And the factory sector is now not expanding.And the Swedes delivered a surprise cut to their policy rate, down -25 bps to 1.75%. They cited geopolitical tensions and uncertain US trade policy as the reasons for the move now even though they are experiencing good current growth with inflation up at 3.2% when 2% is their target.In Australia, their PMI's reveal a pullback in September but both sectors are still expanding.Globally, the OECD reported that the global economy was more resilient than anticipated in the first half of 2025, but downside risks loom large as higher barriers to trade and geopolitical and policy uncertainty continue to weigh on activity in many economies. New Zealand doesn't feature in this report, but is sees Australian growth rising, Chinese growth holding at a reasonably good level, and US growth halving to a weak level by 2026.The UST 10yr yield is now at 4.12%, down -2 bps from yesterday at this time.The price of gold will start today at US$3781/oz, up another +US$45 from yesterday and a new ATH. Silver was little-changed but still up over US$44/oz.American oil prices are up +US$1 at just under US$63.50/bbl, with the international Brent price now just on US$67.50/bbl.The Kiwi dollar is at just under 58.6 USc and down -10 bps from yesterday. Against the Aussie we are also down -10 bps at 88.8 AUc. Against the euro we are down -20 bps at 49.8 euro cents. That all means our TWI-5 starts today at just over 65.7, down -20 bps.The bitcoin price starts today at US$111,974 and down -0.4% from this time yesterday. Volatility over the past 24 hours has been modest at just over +/- 1.0%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

S&P futures are down (0.3%) with major tech names edging lower in pre-market trading. Asian equities finished Monday mixed. Japan's Nikkei rebounded after Friday's BOJ-related drop, and the Hang Seng underperformed. Gains were seen in Australia, Taiwan, and South Korea, supported by semiconductor optimism. European benchmarks are mostly softer in early trades. Companies Mentioned: TikTok, Pfizer, Boeing, Comcast

Wall Street closed out the highly anticipated Federal Reserve week with stocks notching fresh all-time highs as prospects for more rate cuts bolstered the outlook for corporate earnings. US President Donald Trump said Friday that he would meet Chinese President Xi Jinping on the sidelines of the upcoming Asia-Pacific Economic Cooperation summit and hailed progress toward finalizing a deal over TikTok, after a highly anticipated call on Friday. The in-person meeting would be the first between the leaders of the world's two largest economies since the US president returned to office, and settles an extended back-and-forth between Washington and Beijing around the venue and timing. The APEC summit is slated to be held in South Korea next month. We get perspective from Patrick Kennedy, Managing Partner at AllSource Investment Management.Meantime, Asian shares edged higher at the open, led by Japan, after the central bank eased concerns over plans to offload its massive exchange-traded fund holdings. The Nikkei-225 Index jumped 1.3% as trading kicked off in a new week, bouncing back after the Bank of Japan's comments on ETF sales spooked the markets Friday. Shares in Australia and South Korea also rose at the open. We get more on the markets from Alicia Garcia Herrero, Chief APAC Economist at Natixis. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

【PR】ラジオNIKKEIとマネースクエアは共催で、「全国セミナープロジェクト～あなたの街de(で)ザ・マネーセミナー」と題して、無料の投資セミナーを開催しています。現在、10月11日土曜日に開催する「YouTubeLive限定セミナー」の参加者を募集しています。こちらのYouTubeLiveセミナーに1000名様を無料ご招待します。 https://www.radionikkei.jp/news/event/event-20251011online.html ゲスト講師に経済アナリストの安田佐和子さんをお迎えし、「最新の米国政治情勢＆金融政策」に関する解説をお送りするほか、ラジオNIKKEI「ザ・マネー」金曜日パーソナリティ、西山孝四郎さんや、番組でおなじみマネースクエアのアナリストが今後の為替・株式相場の行方を徹底分析する、豪華４部構成でお送りします。参加ご希望の方は、以下の申込フォームから必要事項を入力の上お申し込みください。 締切は10月9日木曜日午後5時。イベント開催前日までに、マネースクエアから案内メールをお送りいたします。株式会社マネースクエア　金融商品取引業関東財務局長金商番号第2797号　当社の取扱商品は投資元本以上の損失が生じる恐れがあります。契約締結前交付書面をよくご理解された上でお取引ください。 ■火曜担当：池田 勝 代打 佐藤 可奈子 専門商社の人事（新卒採用）担当。東京で頑張る社会人６年目。趣味は運動と食べること。「平凡なOLの私だからこそ、みなさまに共感していただけるニュースを届けたいです」

Wall Street started the new trading week with some fresh records as big names like Nvidia boosted investor optimism about the future of AI. The S&P500 rose 0.44% to hit a fresh record high at the close while the Nasdaq jumped 0.7% and the Dow Jones ended the day up 0.14%. Nvidia shares rose 3.9% on Monday after announcing a partnership with OpenAI through the investment of $100bn to build out data centres. Across European markets overnight it was mostly a sea of red as investors continue to assess President Trump's visa crackdown. The STOXX 600 fell 0.5%, Germany's DAX lost 0.48%, the French CAC fell 0.3% and, in the UK, the FTSE100 ended the day up 0.11%.Across Asia markets on Monday, markets closed mixed as investors in the region also responded to Trump's hefty H-1B visa fees. Indian tech stocks fell overnight 3% in response to the newly imposed visa fees, while Japan's Nikkei rose 0.99%, Hong Kong's Hang Seng fell 0.76%, and South Korea's Kospi index gained 0.68%.Locally to start the new trading week, the ASX200 posted a 0.43% gain amid a boost in commodity prices driving a rally for materials stocks, especially in the form of gold after the price of the precious metal hit yet another fresh recover overnight over US$3700/ounce.Regis Healthcare (ASX:REG) shares plunged 26% on Tuesday after the company warned that the Federal Government's 4.7% funding increase for aged care was below expectations and won't cover rising staff costs, creating a funding gap. As a result, Regis downgraded its earnings outlook, guiding to only modest EBITDA growth (3–7%) for FY2025, disappointing investors and sparking a sharp sell-off on Monday.What to watch today:On the commodities front this morning oil is trading 0.13% lower at US$62.32/barrel, gold is up a further 1.71% to a fresh record US$3747/ounce and iron ore is trading 0.05% at US$105.49/tonne.The Aussie dollar has strengthened against the greenback to buy 66.02 US cents, 97.50 Japanese yen, 47.06 British pence and 1 New Zealand dollar and 12 cents.Ahead of Tuesday's trading session the SPI futures are anticipating the ASX will open the day up 0.19% tracking Wall Street's gains overnight. Trading ideas:Bell Potter has initiated coverage of Generation Development (ASX:GDG) with a buy and a 12-month price target of $8.20. Generation Development Group (GDG) is a financial services company that offers a range of tax-effective investment solutions, annuities, managed accounts and research services. The analyst sees GDG as a Buy due to its transformative earnings growth, strategic acquisitions, strong managed accounts positioning, supportive regulatory tailwinds, and a major vote of confidence from BlackRock, all pointing to a long runway for scalable, high-margin growth.And Trading Central has identified a bullish signal on Acrow (ASX:ACF) following the formation of a pattern over a period of 337-days which is roughly the same amount of time the share price may rise from the close of $1.06 to the range of $1.30 to $1.36 according to standard principles of technical analysis.

Wall Street closed higher on Friday and for the week as investors welcomed the Fed's rate cut decision on Thursday last week. The Nasdaq rose 0.72%, the S&P500 rallied 0.5% and the Dow Jones gained 0.37% to hit a fresh record at the close. For the week, the Nasdaq added 2.2% while the Dow and S&P500 gained 1% and 1.2% respectively.Apple shares led the gains on Friday with a 3.2% spike after the company's latest iPhone went on sale.In Europe on Friday markets closed lower as investors focused on trade and the state of the European economy. The STOXX600 fell 0.04%, Germany's DAX lost 0.15%, the French CAC declined just 0.01%, and, in the UK, the FTSE100 ended the day down 0.12%.Across the Asia region on Friday markets closed lower after the Bank of Japan held rates steady amid concerns of external volatility impacting Japan's inflation journey. Hong Kong's Hang Seng closed flat, India's Nifty 50 declined 0.55%, and Japan's Nikkei fell 0.57%.Locally on Friday the ASX200 posted a positive end to the week amid fresh records on Wall St on Thursday and a healthcare rally locally fuelling a 0.3% gain at the closing bell.For the week, the key index lost 1.03% as a sharp sell off in energy stocks weighed down the key index.Telix Pharmaceuticals (ASX:TLX) did much of the heavy lifting in the healthcare sector on Friday with a 7.5% rally after Citi initiated coverage of the commercial-stage biopharmaceutical company with a buy rating, indicating its prostate cancer drug candidate has the potential to become a ‘blockbuster drug'.Pro Medicus (ASX:PME) also benefited from Citi's expanded coverage with a rally of 5.5% after Citi named PME among its favourite stock picks for the healthcare sector.What to watch today:Gold miners locally extended their run on Friday as the recent gold spot price rally continued with the price of gold topping US$3659 on Friday. Northern Star Resources added 0.9% on Friday while Evolution Mining ended the day up 1.52%.On the commodities front this morning oil is trading 1.34% lower at US$62.72/barrel, gold is up 1.12% at US$3684.75/ounce and iron ore is up 0.2% at US$105.44/tonne.The Aussie dollar has slightly weakened against the greenback to buy 65.96 U.S. cents, 97.63 Japanese yen, 48.85 British pence and 1 New Zealand dollar and 12 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.27% tracking Wall Street's gains on Friday. Trading ideas:Bell Potter has initiated coverage of Orica (ASX:ORI) with a buy rating and a 12-month price target of $23.00 as the analyst sees Orica is well-positioned for strong near-term earnings growth across its diversified segments, driven by high-margin products, favourable pricing, and operational improvements. Additionally, the company is on track for de-leveraging and increasing shareholder returns, making it an attractive investment opportunity.And Trading Central has identified a bullish signal on ResMed (ASX:RMD) following the formation of a pattern over a period of 19-days which is roughly the same amount of time the share price may rise from the close of $41.21 to the range of $45.30 to $46.20 according to standard principles of technical analysis.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding   ・A highlight of our best stories Today wefocus on: "Vietnam's patriotic blockbuster and Nepal's Gen Z protests” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

日経平均株価の終値を示すモニター。 Japan's benchmark Nikkei 225 stock average fell from its all-time high on Friday, following the Bank of Japan's decision to offload its holdings of exchange-traded funds.

The STI opened higher at 4,315 points but closed down 0.2% at 4,302 as early momentum faded. Across Asia, markets were mixed after the Fed’s rate shift, with eyes on an upcoming Trump-Xi call.Japan’s Nikkei slipped 0.59% after the BOJ held rates steady, while Taiwan is poised to overtake South Korea in GDP per capita as early as 2025. What do these signals mean for investors? And where might the next opportunities or risks emerge?On Market View, Nadiah Koh breaks down these developments with Benjamin Goh, Head of Research and Investor Education at SIAS.See omnystudio.com/listener for privacy information.

Japan's benchmark Nikkei 225 stock average fell from its all-time high on Friday, following the Bank of Japan's decision to offload its holdings of exchange-traded funds.

Thu, 18 Sep 2025 07:46:00 -0000fullラジオNIKKEI 1735941fcf2e-9463-11f0-8b88-ebf02d3c26fe

10月5日（日）午後1時より宇都宮のTKPガーデンシティ宇都宮にて、ラジオNIKKEI、金融経済教育推進機構 共催／東京証券取引所 協賛「耳で聴く後藤達也note」公開収録＆マネーセミナーを開催します。 https://www.radionikkei.jp/news/event/event-20251005utsunomiya.html 今を時めく経済ジャーナリストの後藤達也さんと八木ひとみさんが経済ニュースから、資産形成のイロハや投資まで「わかりやすく、おもしろく、偏りなく」皆さんと一緒に考える貴重な機会です。 抽選で150名様をご招待！詳細お申し込みは上記リンクから。 もしくは、ラジオNIKKEIホームページ「イベント欄」をご確認ください。 ■水曜担当：もちづき / 間瀬友惠 心理学での研究経験を活かし、広報として働く新社会人 「皆様に、役に立つニュースと元気をお届けできるよう邁進してまいります！」

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"East Asia tackles extreme heat's toll on workers” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 11 Sep 2025 08:06:00 -0000fullラジオNIKKEI 17353dfa5542-8ee6-11f0-a755-83c18ac5aaf2

Asian stocks climbed for a fourth day on Tuesday as Wall Street's upbeat mood ahead of expected Federal Reserve rate cuts flowed into regional trading. MSCI's Asia-Pacific equities gauge reached its highest level since February 2021 with tech firms like Taiwan Semiconductor and Alibaba Group contributing most to the gains. Shares in Japan, South Korea and Hong Kong rose, while those in Australia declined. The moves followed a surge in bets on rate cuts by the US central bank that pushed stocks near record highs on hopes that easier policy will bolster corporate America. We look at the market landscape with Carol Schleif, Chief Market Strategist at BMO Private Wealth.In Japan, the implications of the nation's latest political turmoil have spilled into markets. The Nikkei 225 advanced to touch a new intraday record high in the morning. The country's government bonds were firmer after having slumped Monday as Prime Minister Shigeru Ishiba's decision to step down underscored expectations for looser fiscal policy. Bloomberg Opinion Columnist Gearoid Reidy joins with insight on the road ahead for Japan's ruling bloc.See omnystudio.com/listener for privacy information.

Markets look set for a positive start today, with GIFT Nifty hinting at early gains after a positive close on Monday. Autos continued to steal the spotlight as companies passed on GST rate cuts, while IT stocks dragged on sentiment. Globally, Asian markets are trading higher, tracking Wall Street, with Japan's Nikkei hitting fresh highs after PM Ishiba's resignation. Investors are also bracing for key US inflation data later this week. Back home, Infosys, Voltamp, Godrej Consumer, Strides Pharma, and Brigade Group are among the stocks in the news. And all eyes will be on Apple's big event tonight as the tech giant unveils its latest line-up.  Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

French Prime Minister Bayrou lost the confidence vote yesterday, triggering the collapse of his government. European markets had no chance to react, as the decision came after trading ended. The political uncertainty adds fresh strain to the eurozone, where stock markets actually started the week on a high. Speaking of highs, the Nasdaq hit a fresh record, driven by strength in tech and AI-related stocks, while gold also rallied to a new peak, supported by expectations of a US rate cut and ongoing geopoliticaltensions. Meanwhile, Japan's Nikkei 225 briefly touched a record intraday high before turning negative, as investors assess the implications of Prime Minister Ishiba's resignation. Joining us today is Manuel Villegas from Next Generation Research, who provides an update on the video game industry and the structural transformation it's undergoing.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:35) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (05:40) - Video game industry undergoing structural transformation: Manuel Villegas, Next Generation Research (09:06) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

４万４０００円を上回った日経平均株価を示すボード、９日午前、東京都中央区９日午前の東京株式市場で、日経平均株価は取引時間中の史上最高値を上回り、初めて４万４０００円を超えた。 Japan's benchmark Nikkei 225 stock average rose further to exceed 44,000 for the first time ever on Tuesday morning.

The Nikkei 225 recently reached an all-time high of 43,876, driven by better-than-expected first-quarter earnings, ongoing corporate reforms, and a weaker yen. On September 7, Prime Minister Shigeru Ishiba announced his resignation, triggering a leadership race within the Liberal Democratic Party (LDP). While political uncertainty may weigh on sentiment in the near term, structural tailwinds continue to support Japan's long-term investment outlook.This episode is presented by Louis Chua, equities research analyst at Julius Baer.

S&P futures are up +0.2% and pointing to a higher open. Asian markets closed mostly higher on Monday. Japanese Prime Minister Ishiba announced his resignation following his party's upper house election defeat and recent trade tensions with the US. Markets responded predictably, with a weakened yen reversing its recent rally and equities rising sharply on expectations of increased fiscal stimulus. The Nikkei 225 hit a record high. European markets are also firmer in early trades. Companies Mentioned: Premier, OpenAI, Seres Therapeutics

We hear from U.S. Senator Richard Blumenthal at the Ambrosetti Forum who calls last week's military parade attendees in Beijing “a tableau of tyrants”. The Democratic senator for Connecticut urged the U.S. and Europe to present a united front against an “axis of upheaval”. Japanese Prime Minister Shigeru Ishiba resigns after less than a year in power following a sequence of failed elections. The Nikkei, however, surges on anticipation Ishiba's successor may usher in wider fiscal loosening. French Prime Minister Francois Bayrou is on the verge of being ousted in today's vote of no confidence in his austerity budget - a result which will raise concern over France's ability to cut debt and spending. In oil news, Opec+ nations move to unwind production cuts, boosting output by 137,000bpd in October as Saudi Arabia looks to reassert its market dominance. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Nikkei 225 was up around 1.5% and the Topix hit a record high this morning after Japan's prime minister resigned over the weekend. It's hoped that a new regime should provide greater longer-term policy and political stability, and a more conducive pro-growth environment for the equities market. Asia's stock markets rallied after the US jobs report on Friday provided further justification for data-based Fed rate cuts.At the start of a big week including inflation data, a vote of confidence in the French government and the September ECB meeting, Mensur Pocinci, Head of Technical Analysis, explains why he believes that there's room for both US equities and the price of gold to rally further and for US Treasury yields to keep falling.  (00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (06:31) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (09:03) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

石破茂首相の退陣表明を受け、上昇した日経平均株価を示すモニター、８日午前、東京都中央区８日の東京株式市場は、石破茂首相の退陣表明を受けて次期政権による積極財政への期待が膨らみ、買いが優勢の展開となった。 Japan's benchmark Nikkei 225 stock average briefly gained over 800 points Monday morning, following Prime Minister Shigeru Ishiba's announcement of his decision to resign.

The S&P 500 added 0.8% to a new peak while the Nasdaq 100 rose 0.9% on Thursday. US futures edged higher in early Asian trading ahead of Friday's August jobs report. The Nikkei 225 index rose by more than 1% after President Donald Trump signed an executive order implementing his trade agreement with Japan. We get the latest from Balazs Penz, Bloomberg News Desk Editor in Hong Kong. He speaks with Bloomberg's Avril Hong and Paul Allen on The Asia Trade.The policy-sensitive US two-year yield fell three basis points to the lowest in around a year Thursday. Money markets almost fully priced in a Fed reduction this month and see at least two by year-end. The action reflected the latest readings on hiring and unemployment claims before Friday's jobs data, which is expected to extend the weakest stretch of US job growth since the pandemic. Slowing demand, rising costs and President Donald Trump's unpredictable trade policies have cooled hiring, adding pressure on the Fed to shore up the labor market. We get market perspective from David Chao, Global Market Strategist, Asia Pacific at Invesco.See omnystudio.com/listener for privacy information.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Deadly protests in Indonesia and Thailand's political drama” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 04 Sep 2025 09:24:00 -0000fullラジオNIKKEI 173608cf6c10-8971-11f0-a3f8-b3574e0f9206

Equity-index futures for Japan pointed to a modest gain after chip stocks pushed the Nikkei-225 index lower Monday. Contracts also indicated modest moves for Hong Kong and Australia. US equity-index futures edged lower with cash markets closed Monday for Labor Day. Investors will also be watching Japan's 10-year government bond auction Tuesday, which will be a key test of appetite amid growing expectations of rate hikes by the Bank of Japan and mounting political uncertainty. Stateside, Wall Street's record-breaking stock rally now faces a pivotal test, with jobs numbers, inflation data and the Federal Reserve's rate call all landing within the next three weeks. Tariff tensions and questions over the Fed's independence were also compounding the risks in September, historically the weakest month of the year for US markets. We look at the current market landscape with Michael Hartnett, Chief Investment Strategist at BofA Global Research. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.Plus - Chinese President Xi Jinping secured an agreement from partner countries to set up a new development bank, realizing a longtime ambition in a display of Beijing's growing influence. Members of the Shanghai Cooperation Organization agreed to establish the institution, Chinese Foreign Minister Wang Yi said Monday at the end of the two-day SCO summit that gathered Xi's closest international allies in the Chinese port city of Tianjin. In a joint declaration, member countries including India and Russia expressed opposition to unilateral coercive measures and vowed to facilitate trade within the group. We get reaction from Henry Huiyao Wang, Founder and President of the Center for China and Globalization.See omnystudio.com/listener for privacy information.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Bandai's sprawling empire of Gundam” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 28 Aug 2025 08:13:00 -0000fullラジオNIKKEI 1735e996c47c-83e6-11f0-94bf-5716888541f1

APAC stocks predominantly traded in the green after the region mostly shrugged off the indecisive performance seen on Wall St.US President Trump will participate in a bilateral program with the President of the Russian Federation in Alaska at 11:00 AM (15:00EDT/20:00BST) and will depart Alaska at 17:45 (21:45/02:45BST), according to the White House.Potential Fed Chair pick Zervos backed aggressive interest rate cuts, according to CNBC; Fed Chair Powell is to speak 10:00EDT/15:00BST on August 22nd at Jackson Hole, according to the Fed schedule.Nikkei 225 rallied above the 43,000 level and JPY was boosted with sentiment lifted following stronger-than-expected Japanese GDP data. European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5% after the cash market closed with gains of 0.9% on Thursday.Looking ahead, highlights include German WPI (Jul), US Retail Sales (Jul), US University of Michigan Prelim (Aug), Import/Export Prices (Jul), Industrial Production (Jul), Atlanta Fed GDP, Trump-Putin summit & Joint Press Conference.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said interest rates should be three or four points lower, while he thinks he will name a new Fed chairman "a little bit early" and noted that he is down to three or four names.Fed's Goolsbee (2025 voter) said that Fed meetings coming up are live but added that he doesn't like pre-committing on rates.Trump said he would like to do a second meeting with Russian President Putin almost immediately which would include Zelensky if the first meeting goes okay, but there may not be a second meeting if he feels it is inappropriate or if he does not get the answers he wants.APAC stocks were ultimately mixed despite the positive handover from Wall St, where the major indices extended on gains amid Fed rate cut hopes as money markets fully priced in a September rate cut.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market finished with gains of 1.0% on Wednesday.Looking highlights include UK GDP (Jun/Q2), EZ Flash GDP (Q2) and Employment (Q2), US PPI (Jul), Jobless Claims, Norges Bank Policy Announcement; Speakers include Norges Bank Bache & Fed's Barkin, Supply from US, Earnings from Applied Materials, JD,com, RWE & Antofagasta.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das spektakuläre IPO von Bullish, die Rallye des Nikkei und durchwachsene Zahlen bei Cisco Systems. Außerdem geht es um Rheinmetall, SAP, Cancom, Nemetschek, Amazon, Coreweave, E.on, Ströer, HelloFresh, Asics, Tencent, Heidelberg Materials, Holcim, CRH, Wienerberger, Strabag, Budimex, Sniezka, Kingspan, Rockwool, Prysmian, Nexans, NKT, Siemens Energy, PKO Bank Polski, Raiffeisen Bank International, Finnair, Metso, Kernel Holding, Ferrexpo, Euwax Gold II (WKN: EWG2LD), iShares Physical Gold (WKN: A1KWPQ) oder den Xetra Gold (WKN: A0S9GB). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

S&P futures are pointing to a flat open today, up +0.1%. Asian markets closed mostly higher today, with Japan's Nikkei climbing to a record high. European equity markets are also firmer in early trades. President Trump has signed an executive order that will extend the China tariff truce by another 90 days, signaling cautious progress in trade negotiations. Reports indicate discussions remain stuck on key issues like fentanyl, rare earths, and export controls. Trump suggested allowing sales of downgraded NVIDIA Blackwell chips to China as part of the negotiations.Companies Mentioned: NVIDIA, MARA Holdings, Hanesbrands, Citigroup

S&P futures are pointing to a higher open today, up +0.5%. Asian markets traded higher today with the Nikkei outperforming and Hang Seng setting a third consecutive day of gains. European markets are also firmer in early trades. In a CNBC interview, President Trump reiterated key trade positions, particularly targeting India and China. He criticized India's Russian energy purchases, BRICS participation, high tariffs, and resistance to market access, threatening to hike existing 25% tariffs with a decision expected shortly. India is reportedly considering responses, including easing dairy market access and supporting affected exporters. On China, Trump stated that a trade deal is very close, with a potential meeting with President Xi by year-end, contingent on progress.Companies Mentioned: Walt Disney, OpenAI, Boeing

S&P futures are pointing to a flat open today, up +0.1%. Asian markets traded broadly higher today, with the Nikkei and Hang Seng both up +0.6%. European equity markets are also firmer in early trades. Tensions between the U.S. and India have escalated after former President Trump threatened significant tariff hikes on India over its purchase of Russian oil. This follows a 25% tariff imposed by Trump last week. However, both nations remain engaged in dialogue, with talks scheduled for late August. India is reportedly considering increased purchases of U.S. gas, communication equipment, and gold but remains firm on protecting its agricultural and dairy sectors. Companies Mentioned: STAAR Surgical, Core Scientific

S&P futures are pointing to a flat open today, up +0.1%. Asian markets traded mixed on Wednesday. The Nikkei closed flat, while the Hang Seng fell (1.4%), weighed down by weakness in tech and property stocks. European markets are marginally higher in early trades. The U.S. and China concluded two days of trade talks in Stockholm without significant breakthroughs but described the discussions as constructive. Key issues included U.S. concerns over China's purchases of sanctioned Iranian and Russian crude, industrial overcapacity, and rare earths trade, while China raised concerns over fentanyl tariffs and export controls. No commitments were made on structural reforms or rebalancing China's economy. Companies Mentioned: Anthropic, Kraken, Intercontinental Exchange

Global Market Rally and US-Japan Trade Deal Insights In this episode of Dividend Cafe, Brian Szytel reports from The Bahnsen Group's New York City office on a broad-based market rally occurring on July 23rd. Key highlights include the positive impact of finalized trade deals between the US and Japan, and the US and EU. US markets experienced a nearly 1% increase, while Japan's Nikkei saw a 3.5% rise. Fixed income prices dipped slightly as yields rose. The Atlanta Fed's business inflation expectations decreased marginally, while existing home sales in the US fell 2.7% for June. The US-Japan trade deal, featuring a 15% tariff rate and a substantial investment from Japan, is seen as a significant achievement. The episode concludes with insights on ongoing market valuations and upcoming economic indicators. 00:00 Introduction and Market Overview 00:20 Global Market Rally 00:27 US-Japan Trade Deal 01:19 Economic Calendar Highlights 02:48 US-Japan Market Discount Analysis 04:03 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com