Podcasts about Nikkei

APAC stocks were mostly lower after the weak lead from Wall Street, as the tech-related pressure rolled over into the region; Nikkei 225 fell beneath the 50,000 level amid a firmer currency.China Securities Times commentary noted that China should set a positive yet 'pragmatic' 2026 GDP growth target with leeway, while researchers are said to be divided between an around 5% or 4.5%-5.0% growth target for 2026.US President Trump said they are looking into whether Israel violated the ceasefire by killing a Hamas leader; Ukrainian President Zelensky said there was still no ideal peace plan as of now.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.7% after the cash market closed with gains of 0.6% on Monday.Looking ahead, highlights include UK Jobs Report (Oct), EZ/UK/US Flash PMIs (Dec), German ZEW Survey (Dec), Japanese Trade Balance (Nov), US Average Weekly Prelim Estimate ADP (4-week, w/e 29 Nov), Non-Farm Payrolls (Oct), Jobs Report (Nov), Retail Sales (Oct), Business Inventories (Sep), NBH Announcement, Comments from BoC's Macklem, Supply from UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

15/12 Futures a Wall Street in verde, Bitcoin sopra 89.000$, oro a un passo dal record. Investire nel 2026: asset allocation e quattro azioni High Tech ad alto potenziale per JPM. Due dati chiave in settimana per la direzione della FED: Nonfarm payrolls (domani), inflazione (giovedì). Sui prediction markets sale la candidatura di Kevin Warsh. Venerdì volatilità attesa con il ribilanciamento trimestrale degli indici americani. Vendite su Tech anche in Asia, cali per Kospi e Nikkei. La Cina è in stallo, vendite al dettaglio e investimenti sui minimi. Focus sul mercato immobiliare. Settimana di banche centrali: Bce alzerà le stime sul pil, BOE verso ultimo taglio, BOJ verso primo aumento da gennaio. In Europa ultimo Consiglio Europeo giovedì, focus su asset congelati russi e Mercosur. Domani il piano auto Ue, verso addio al divieto dei motori endotermici. A piazza affari focus su Juventus tra l'offerta di Tether e il rifiuto di Elkann, attenzione a Terna, Snam e STM. Learn more about your ad choices. Visit megaphone.fm/adchoices

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar breaks down a mixed global market session driven by fresh economic data and central bank signals. U.S. jobless claims unexpectedly jumped while a Fed rate cut sent the Dow soaring. Europe saw modest gains on hopes of a Bank of England cut after soft GDP data, with German inflation holding steady. Asian markets were similarly mixed, highlighted by a strong Nikkei and weakness in Hong Kong's tech sector.

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:"India's chip city, Thai-Cambodia clash and Toyota'a ultra-luxury sports cars" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 11 Dec 2025 07:43:00 -0000fullラジオNIKKEI 173515c4e724-d665-11f0

11/12 L'entusiasmo di una Fed più colomba è durato poco. Oracle delude, calo a doppia cifra in pre-market, trascina lusso e player AI. Powell taglia di 25pb, alza la barra sul futuro e annuncia un QE light da 40mld $ al mese. Dollaro sotto pressione, decennale stabile, Bitcoin sotto 93mila dollari. Trump: avrebbe dovuto tagliare il doppio. Su Warner Bros Discovery: la vendita dovrebbe comprender CNN. Nikkei -1%, Softbank -8%. FMI alza stime crescita sulla Cina e lancia un monito su export. Europa, oggi Eurogruppo. Bce pronta a alzare stime crescita il 18/12. A Piazza Affari focus su Ferrari, Cucinelli e Eni.  Learn more about your ad choices. Visit megaphone.fm/adchoices

電動キックボードのLuup（ループ、東京・品川）のサービス利用者が増えるなか、逆走や信号無視の違反が目立ち始めました。公共交通インフラの信頼を得るために警察との連携に踏み切った背景をNIKKEI Mobilityの小泉裕之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 Mobility編集長　小泉裕之　記者として自動車、テック・通信、流通など幅広く各業界を担当。2019〜21年に自動車業界を担当した際は、カルロス・ゴーン元会長逮捕後に経営再建を進める日産自動車の取材に奔走し、取材チームをまとめるキャップも務めた。23年10月からNIKKEI Mobilityデスク。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/?n_cid=PRIMEVOICE" rel="ugc noopener noreferrer" target="_blank">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/podcast?n_cid=PRIMEVOICE" rel="ugc noopener noreferrer" target="_blank">https://www.nikkei.com/special/podcastXアカウント：https://x.com/nikkeipodcast" rel="ugc noopener noreferrer" target="_blank">@nikkeipodcast （ https://x.com/nikkeipodcast ）Instagramアカウント：https://www.instagram.com/nikkeipodcast/" rel="ugc noopener noreferrer" target="_blank">@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）

Overnight, Wall St surged after the Federal Reserve officially approved a quarter percentage point cut to the interest rates, bringing the rate to the range of 3.50% - 3.75%. The Dow Jones rallied 1.1% on the news, the S&P500 jumped 0.8% and closed just shy of its all-time high, and the Nasdaq gained 0.5%. In his remarks, Chairman Jerome Powell ruled out any chance of a rate increase in 2026, and investors are betting that there will be at least one, if not multiple rate cuts to come next year – a bullish sign for equities.Europe saw another relatively stable trading session – the Stoxx600 index closed up 0.1%, as  the FTSE advanced by a similar amount while the German DAX and French CAC declined by 0.1% and 0.4% respectively.And in Asia, the CSI fell 0.1%, the Hang Seng gained 0.4% and the Nikkei fell 0.1%.Locally yesterday, the ASX200 edged down 0.1%, however it was only the high flying materials sector which prevented greater losses on the day, as 9 of the 11 key sectors posted losses on the day. Gold miners were particularly strong in the wake of the Fed's rate cut, with big names Newmont (ASX:NEM) and Northern Star (ASX:NST) increasing 4.4% and 5.1%.What to watch today:Looking ahead to today, the ASX is expected to follow Wall St's strong session, with the SPI futures indicating a 0.9% jump at the open of trade today.Moving over to commodities,Crude Oil has jumped 1.25% to US$58.98 per barrel, continuing its pattern of volatility over recent weeks.Precious metals were buoyed by the rate cuts, with Gold advancing 0.5% to US$4227 per ounce, while Silver has jumped another 1.9% to further extend on its already record high price, and is now trading at US$61.80 per ounce.And Iron Ore is trading up 0.4% to US$106.66 per tonne.Trading Ideas:Bell Potter maintains a speculative Buy rating on emerging online marketplace operator Frontier Digital Ventures (ASX:FDV), with a 12 month price target of 57c per share, based on their projected revenue streams moving into CY26.And Trading Central have identified a bullish signal in Newmont Corporation (ASX:NEM), indicating that the price may rise from the close of $139.10 per share to the range of $160 - $164 per share over a period of 25 days, according to the standard principles of technical analysis.

Starting in the US overnight, Wall St saw a relatively flat session, as all eyes remain on the impending Fed meeting later this week. While investors are expecting a nearly 90% chance of a rate cut, focus will be on the economic projections and the general sentiment of Chairman Jerome Powell to help shape how markets will react over the next few weeks. The S&P500 closed the trading day flat, the Nasdaq gained 0.1%, while the Dow Jones fell 0.4%, primarily weighed down by 4.7% drop for JP Moregan Chase, who reported higher than expected 2026 expense projections.Elsewhere, it was a similar story in Europe as the Stoxx600 index ended the day slightly down 0.1%, where  0.5% rise for the German Dax and a 0.7% fall for the French CAC offset, while the FTSE remained just about flat.And in Asia, the Chinese CSI fell 0.5%, the Hang Seng fell 1.3%, while the Nikkei added 0.1%.Locally yesterday, the ASX200 extended on its losses from Monday with a 0.5% slide, mainly in the afternoon after the RBA announced that the cash rate would remain unchanged at 3.6%. Although this was widely expected, the market reacted to comments from RBA Governor Michele Bullock stating that no rate cuts were on the horizon for the “foreseeable future.”What to watch today:Looking ahead to today however, the ASX is expected to rebound from the last 2 days' losses, with the SPI futures indicating a 0.3% jump at the open of trade.Over to commodities,Crude Oil prices have slipped a further 0.8% to US$58.40 per barrel.In precious metals, Gold is trading up 0.5% at US$4209 per ounce, while Silver has jumped another 4.5% to over US$60 per ounce, smashing its previous all time high and reaching 110% price gain year to date. The run is driven by squeezing supply, as well as a surge in demand for industrial usage, as silver is currently used in areas such as electronics and solar panels. Meanwhile, Iron Ore remains stable at US$106.29 per tonne.Trading Ideas:Finally, we'll dive into some trading ideas for your consideration today. Bell Potter maintains its buy rating on online automative retailer CAR Group (ASX:CAR), with a 12 month price target of $42.20 per share. Their recommendation is based on its steadily accelerating growth, and forecasted earnings for next year.And Trading Central have identified a Bullish signal in Vicinity Centres (ASX:VCX), indicating that the price may rise from the close of $2.48 to the range of $2.69 to $2.73 over a period of 24 days, according to the standard principles of technical analysis.

9/12 Wall Street, futures in verde. Trump: via libera alla vendita di H200 Nvidia in Cina. Countdown Fed: il mercato sconta al 90% un taglio, FOMC diviso, il decennale americano sale. Cosa aspettarsi? Netflix risponde all'Opa ostile di Paramount su Warner Bros: fiduciosi nel via libera autorità. Twenty One Capital (Tether, Cantor Fitzgerald, Softbank) debutta al NYSE. Bitcoin sotto 90mila dollari.CFTC via libera Bitcoin, Ether e stablecoin come collaterali per derivati. Asia mista, Nikkei sopra la parità verso aumento tassi BOJ. Europa prudente, per il falco Schnabel la prossima mossa della Bce sarà un aumento dei tassi. Il mercato prezza al 30% +25pb al 2026. Domani parla Lagarde. A Piazza Affari riflettori su banche e Stellantis. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this replay episode, I'm sitting down with certified coach and first-gen eldest daughter Nikkei Lamodi, to talk about what it really looks like to be an eldest daughter or late bloomer living with chronic illness and running a business.We get into the invisible pressure of being the “strong one,” why eldest daughters are so prone to people-pleasing, perfectionism, and over-responsibility, and how all of that bleeds into your business, your boundaries, and your body.Nikkei shares her story of caregiving, grief, chronic illness diagnosis, and the moment she realized she was sacrificing her time, money, and desires for everyone else. From there, she walks us through her four “eldest daughter skills” that help you protect your capacity instead of burning it out:Direct communication with graceBoundary care (boundaries that are for you, not rules for other people)Talking to yourself like a best friendAsking “What else is true? What else is possible?”If you're an eldest daughter or late bloomer navigating chronic illness, family expectations, and the pressure to hold everyone together while growing a business… this conversation will make you feel so seen.

S&P futures are up +0.2% and pointing to a slightly higher open today. Asian equities ended mixed on Friday. Japan's Nikkei gave up half of Thursday's strong gains, South Korea's Kospi led regional gains, and China markets posted modest increases. European markets are trending higher, with major benchmarks all advancing and the German DAX leading. Companies Mentioned: Netflix, Warner Brothers Discovery, ITT Inc, Baidu

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:"Singapore becomes hub for luxury brand cafes" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup  

5/12 La banca centrale indiana taglia i tassi, il mal di testa della BOJ con il decennale all'1,95%, scende il Nikkei. Moore Threads, l'Nvidia cinese sale del 500% all'Ipo. Wall Street futures in verde. Oggi PCE, il mercato prezza all'89% il taglio Fed. Big Tech, la cura dimagrante di Meta, Microsoft aumenta i prezzi, Google potrebbe conquistare il 20% del mercato AI, corrono i titoli Quantum e nucleari. Warner Bros: Netflix è in pole position per film e studio. In Europa pil del terzo trimestre, focus sul cda di Mps e Edison. Learn more about your ad choices. Visit megaphone.fm/adchoices

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar ⬜ In today's update, Palvatar highlights a broad global equity rally driven by weak U.S. private jobs data that reinforced expectations of a near-term Fed rate cut. The dollar extended its historic losing streak, while Japan's Nikkei surged after a strong bond auction. Palvatar also reviews mixed PMI readings across the U.S. and Europe, stronger UK data, and major crypto developments including Ethereum's Fusaka hard fork and rising institutional interest led by Bank of America.

S&P futures are pointing to a flat open today. Asian equities ended today's session mixed, with Japan's Nikkei up 2% on strong tech performance, while mainland China and South Korea lagged. Following a flat session on Wednesday, European markets are mostly higher, with the German DAX leading the gains. Companies Mentioned: Netflix, Warner Brothers Discovery, Meta, Constellation Energy

Thu, 04 Dec 2025 07:59:00 -0000fullラジオNIKKEI 17351f6d73be-d0e7-11f0-8388-

4/12 Wall Street riparte in verde, focus su big Tech: per Michael Burry la bolla scoppierà entro due anni, per Bofa solo un “vuoto d'aria”.  Amodei: tecnologia solida, ma rischi da “alcuni”. OpenAI acquista Neptune, Meta nel mirino di Bruxelles. Verso il taglio della Fed, il mercato del lavoro non è in buona salute. Investitori: rischi con nomina Hassett. Bessent: su dazi abbiamo strumenti vs. decisione Corte Suprema. Bitcoin sotto 93mila, il plauso di Larry Fink e Brian Armstrong. Nikkei +2%, decennale sui massimi, Ueda: incerti su passi futuri. Bilaterale Macron -Xi, Putin da Modi. In Europa focus su banche, automotive, Eni e Ferrari.  Learn more about your ad choices. Visit megaphone.fm/adchoices

アサヒグループホールディングス（GHD）やアスクルなどを標的に、深刻な被害をもたらしたランサムウエア（身代金要求型ウイルス）攻撃。バックアップデータまで暗号化されると事業中断の長期化につながります。大事なデータはどのように管理すればよいのでしょうか。NIKKEI Digital Governanceの中西豊紀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 Digital Governance編集長　中西豊紀　大阪で流通と電機、東京では金融や財界、機械業界などを取材。2012年から3年間、名古屋でトヨタ自動車を担当した。16年から4年間は米ニューヨークとシリコンバレーに駐在しモビリティーやテックの新潮流を追った。24年3月にNIKKEI Digital Governanceを創刊し、編集長に就任。【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/?n_cid=PRIMEVOICE" rel="ugc noopener noreferrer" target="_blank">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/podcast?n_cid=PRIMEVOICE" rel="ugc noopener noreferrer" target="_blank">https://www.nikkei.com/special/podcastXアカウント：https://x.com/nikkeipodcast" rel="ugc noopener noreferrer" target="_blank">@nikkeipodcast （ https://x.com/nikkeipodcast ）Instagramアカウント：https://www.instagram.com/nikkeipodcast/" rel="ugc noopener noreferrer" target="_blank">@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）

Overnight in the US Wall St rebounded from Monday's drop as Cryptocurrency regained some of its losses, and investor confidence in an imminent Fed rate drop grows. The Dow Jones added 0.5%, the S&P500 gained 0.4%, while the Nasdaq was the biggest winner on the day, closing 0.8% in the green as tech stocks, especially those in the recently volatile AI trade, posted gains. It was a relatively stable day across the other global markets – in Europe the Stoxx600 index rose just 0.06% as a 0.5% gain for Germany's Dax was offset by a 0.3% drop for the French CAC, while the British FTSE ended flat. Meanwhile in Asia, China's CSI fell 0.5%, Hong Kong's Hang Seng gained 0.2%, while Japan's Nikkei ended flat. Back in Australia yesterday, the ASX 200 posted a 0.2% gain, propelled mainly by a strong day for energy and materials. Major players in the energy space Woodside (ASX:WDS), Santos (ASX:STO) and Beach Energy (ASX:BPT) all added 1% on yesterday's trade, while materials were lead by BHP (ASX:BHP), Fortescue (ASX:FMG) and Rio Tinto (ASX:RIO), which all posted gains of over 1%.What to watch today:And the SPI futures indicate that the momentum will continue, suggesting a 0.17% rise at the open of trade today. Investors should also keep an eye on key economic data being released today, specifically the GDP figures which are due at 11:30am Sydney time.Moving into commodities: Crude Oil continues to be volatile, trading down 1.2% to US$58.60 per barrel. The Russia-Ukraine conflict continues to stay front and centre, as uncertainties around the peace plan remain. In precious metals, Gold has retreated slightly, trading 0.5% lower at US$4208 per ounce, while Silver continues to advance, trading 0.9% higher at US$58.53 per ounce. And Iron ore is trading 0.4% higher at US$107.35 per tonne.Trading Ideas:Finally, we'll end on some trading ideas for your consideration today. Bell Potter have initiated coverage on specialist retailer of lighting, fans and electrical accessories Beacon Lighting (ASX:BLX), with a 12-month target price of $3.35 per share. They expect that its trade business, which currently makes up around 40% of its revenue, will continue to expand over the next 2-3 years.And Trading Central have identified a bullish signal in Rio Tinto (ASX:RIO), indicating that the share price may rise from the closing price of $135 per share, to the range of $142 to $143.50 per share over a period of 23 days, according to the standard principles of technical analysis. 

2/12 Bitcoin prova a recuperare quota 87mila, focus su Strategy. Ancora cautela a Wall Street, futures in rosso. Mongo DB +22% in pre-market. OpenAI: codice rosso per migliorare ChatGPT. Michael Burry contro Tesla. Oggi Witkoff da Putin, Trump: “annuncio alle 20.00 dalla Casa Bianca”. Asia contrastata, Nikkei sopra la parità, rally del Kospi: i dazi americani sulle auto scendono al 15%. Bond giapponesi, bene l'asta: rendimento rimane ai massimi dal 2008. Focus su obbligazionario globale. In Europa cautela, oggi il dato sull'inflazione. Focus su banche, Mps-Mediobanca e automotive. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pippa speaks to Paolo Carrara and chef Rikku O Donnchu about a buzzing new joint which has opened on Bree St, called Maru Korean Steakhouse. It’s the latest concept dining spot to join the PAN Collection, which already includes restaurants like Hacienda, Nikkei, Scala and others. Lunch with Pippa Hudson is CapeTalk’s mid-afternoon show. This 2-hour respite from hard news encourages the audience to take the time to explore, taste, read and reflect. The show - presented by former journalist, baker and water sports enthusiast Pippa Hudson - is unashamedly lifestyle driven. Popular features include a daily profile interview #OnTheCouch at 1:10pm. Consumer issues are in the spotlight every Wednesday while the team also unpacks all things related to health, wealth & the environment. Thank you for listening to a podcast from Lunch with Pippa Hudson Listen live on Primedia+ weekdays between 13:00 and 15:00 (SA Time) to Lunch with Pippa Hudson broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/MdSlWEs or find all the catch-up podcasts here https://buff.ly/fDJWe69 Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

1/12 Dicembre parte in retromarcia, futures a Wall street in rosso: Bitcoin a 86mila dollari, in Giappone il rendimento dei titoli a due anni sopra l'1% per la prima volta nella storia. Nikkei -2%, Ueda (BOJ): “valutiamo pro e contro taglio”. Frena l'attività economica in Cina. Fed: taglio dicembre scontato a 87%, Trump: ho scelto il prossimo presidente. Venerdì il deflatore del Pil. Mercati europei, leader delle classifiche da inizio anno. Domani inflazione novembre, mercoledì parla Lagarde al Parlamento europeo. Focus su Mps e Mediobanca con nuovi sviluppi della procura. Gedi, Exor pronta a cedere a Theodore Kyriakou. Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P futures are trending slightly higher following the Thanksgiving holiday. We note that the U.S. markets will close early today at 1 PM Eastern Time. Asian markets ended mixed in quiet trading on Friday. Nikkei edged higher, while the Hang Seng closed marginally lower. Mainland China saw modest gains, and South Korea's Kospi fell sharply due to weakness in chip stocks. European markets are flat to mixed, following firmer levels on Thursday. Companies Mentioned: Jefferies Financial, Getty Images, Baidu

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:"China-Japan tensions, South Korea's instant noodle boom" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 27 Nov 2025 09:19:00 -0000fullラジオNIKKEI 1735329df0be-cb72-11f0-a

APAC stocks mostly followed suit to the gains on Wall Street, where stocks were underpinned amid Russia/Ukraine optimism and a softer yield environment.US President Trump thinks they are getting very close to a deal on Ukraine, while he separately commented that they are making progress and Ukraine is happy.Nikkei 225 shrugged off a source report that the BoJ is preparing markets for a possible hike as soon as December, although one of the sources noted that the decision between hiking in December or January remained a close call; JPY strengthened, 10yr JGB futures trickled lower.NZD outperformed after the RBNZ cut the OCR by 25bps to 2.25%, as expected, and kept its options open on future policy, although its projections suggested a pause in rates throughout 2026.White House National Economic Council Director Kevin Hassett is reportedly seen as the frontrunner in the Fed Chair search, according to Bloomberg citing sources, although separate sources said “there is no frontrunner”.Looking ahead, highlights include US Dallas Fed (Oct), Jobless Claims (w/e 22 Nov), UK Autumn Budget, Fed Beige Book, Speakers including ECB's Vujcic, Lane & Lagarde, Supply from Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Nifty is poised to kick off the December series on a strong wicket. The GIFT NIFTY is indicating a triple-digit gain following a volatile session on Tuesday. The index failed to hold above 26,000 on expiry day, weighed by selling in banks and heavyweights like Infosys and HDFC Bank, though midcaps continued to outperform. Globally, markets traded higher as Fed rate cut hopes intensified, with reports that Kevin Hassett could be named the next Fed chair. The Nikkei and Kospi climbed, while Alphabet hit record highs on new AI chip developments. Meanwhile, oil prices slipped over 1% on reports of progress toward a Ukraine–Russia peace deal. In today's episode, Nandita Khemka breaks down the top market movers — from Bharti Airtel's $800 million block deal to HCLTech's AI partnership with AWS and fresh approvals for Zydus Lifesciences. Plus, project wins for NCC and IGL, and Excelsoft Technologies is making its stock market debut. Also on the radar — PM Modi inaugurates Safran's aircraft engine facility in Hyderabad, and Tesla opens its first India centre in Gurugram.  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.

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:"Indonesia and Vietnam: A tale of two tourism sectors" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 20 Nov 2025 07:36:00 -0000fullラジオNIKKEI 1735b11411ec-c5e3-11f0-a7

S&P futures are down (0.3%) and pointing to a slightly lower open today. Asian equities ended Tuesday trading broadly lower, with the Nikkei leading the declines, down over (3%), followed by the Greater China markets. Markets saw steep losses in large-cap tech and semiconductors ahead of NVIDIA's earnings on Wednesday. Concerns are mounting over high valuations in AI-related stocks, a key driver of this year's market rally. European markets are also sliding now, with the STOXX 600 down (1.2%). Companies Mentioned: NVIDIA, Axalta Coating Systems, Databricks

On today's podcast:1) Global markets extended a broad selloff, with US stock futures signaling a fourth day of losses and Bitcoin briefly slipping below $90,000 as traders pulled away from speculative assets. S&P 500 futures fell 0.3% after the benchmark closed below its 50-day moving average in the previous session, a sign of scope for further losses. Bitcoin slid more than 1%. European stocks declined for a fourth day. Stock gauges across Asia were in the red, with Japan’s Nikkei 225 posting its worst day since April. Bonds were the biggest beneficiaries as investors sought havens, with the yield on 10-year US Treasuries dropping four basis points to 4.10%. The dollar held steady as gold fell closer to $4,000 an ounce. The cross-asset moves underscored continued unease over interest rates and tech earnings, with Nvidia Corp.’s report on Wednesday poised to test investor nerves over lofty valuations in the artificial-intelligence sector. Focus will then turn to the delayed September jobs report due Thursday, a key gauge for the Federal Reserve’s policy outlook.2) Federal Reserve Governor Christopher Waller repeated his view that the central bank should again lower interest rates when policymakers meet in December, citing a weak labor market and monetary policy that is hurting low- and middle-income consumers. In a speech titled ‘The Case for Continuing Rate Cuts’ delivered in London, Waller said another rate cut would represent good “risk management” by the rate-setting Federal Open Market Committee. He said he isn’t concerned about inflation accelerating or inflation expectations rising significantly given clear signs of softening demand for workers.3) Saudi Arabia’s Crown Prince Mohammed bin Salman will likely be greeted with great fanfare by President Trump during his visit to the White House on Tuesday. The crown prince hopes to secure an executive order from Trump to bolster Saudi Arabia’s security and potentially pave the way for a stronger defense treaty. The two are also expected to reach an agreement that would allow the kingdom to purchase F-35 stealth planes, despite Israel wanting to keep a monopoly on access. Discussions on the future of Gaza and the thorny issue of relations with Israel are on the agenda as well. There also remains tension over access to AI chips and nuclear technology.See omnystudio.com/listener for privacy information.

⁠⁠Enio Augusto⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ e ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Marcos Buosi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ trazem as notícias do mundo da corrida com os comentários, informações, opiniões e análises mais pertinentes, peculiares e inesperadas no Redação PFC. Escute, informe-se e divirta-se.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEJA MEMBRO DO CANAL!!!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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:"Scandal sends Philippine peso lower, hunt for the next Labubu" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

In this episode of the Security Squawk Podcast, Bryan Hornung, Randy Bryan, and Reginald Andre break down three major cybersecurity failures hitting government, media, and healthcare. We expose how a single employee action triggered a Nevada ransomware attack, why stolen Slack credentials led to a major Nikkei data leak, and how new NHS and Doctor Alliance breaches highlight the growing crisis in healthcare security. This episode is packed with insights for business leaders, MSPs, and IT pros who want to stay ahead of todays cyber threats. Listen to expert analysis, real world breakdowns, and practical steps to protect your organization from ransomware, credential theft, and supply chain attacks. ️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! https://streamyard.com/pal/d/65161790...

Thu, 13 Nov 2025 07:42:00 -0000fullラジオNIKKEI 173551428a8e-c064-11f0

In this week's show Patrick Gray and Adam Boileau discuss the week's cybersecurity news, including: The KK Park scam compound in Myanmar gets blasted with actual dynamite China sentences more scammers TO DEATH While Singapore is opting to lash them with the cane Chinese security firm KnownSec leaks a bunch of documents Necromancy continues on NSO Group, with a Trump associate in charge OWASP freshens up the Top 10, you won't believe what's number three! This week's episode is sponsored by Thinkst Canary. Big bird Haroon Meer joins and, as usual, makes a good point. If you're going to trust a vendor to do something risky like put a box on your network, they have an obligation to explain how they make that safe. Thinkst has a /security page that does exactly that. So why do we let Palo Alto and Fortinet get away with “trust me, bro”? This episode is also available on Youtube. Show notes Myanmar Junta Dynamites Scam Hub in PR Move as Global Pressure Grows China sentences 5 Myanmar scam kingpins to death | The Record from Recorded Future News Law passed for scammers, mules to be caned after victims in Singapore lose almost $4b since 2020 | The Straits Times KnownSec breach: What we know so far. - NetAskari Risky Bulletin: Another Chinese security firm has its data leaked Inside Congress Live The Government Shutdown Is a Ticking Cybersecurity Time Bomb | WIRED Former Trump official named NSO Group executive chairman | The Record from Recorded Future News Short-term renewal of cyber information sharing law appears in bill to end shutdown | The Record from Recorded Future News Jaguar Land Rover hack hurt the U.K.'s GDP, Bank of England says Monetary Policy Report - November 2025 | Bank of England SonicWall says state-linked actor behind attacks against cloud backup service | Cybersecurity Dive Japanese media giant Nikkei reports Slack breach exposing employee and partner records | The Record from Recorded Future News "Intel sues former employee for allegedly stealing confidential data" Post by @campuscodi.risky.biz — Bluesky Introduction - OWASP Top 10:2025 RC1

Operation “Chargeback” takes down global fraud networks. An investigation reveals the dangers of ADINT. M&S profits plunge after a cyberattack. Google patches a critical Android flaw. Asian prosecutors seize millions from an accused Cambodian scam kingpin. Ohio residents are still guessing water bills months after a cyberattack. Houston firefighters deny blame in city data breach. Nikkei reports a slack breach exposing 17,000 records.The Google–Wiz deal clears DOJ review. Ann Johnson welcomes her Microsoft colleague Frank X. Shaw⁠ to Afternoon Cyber Tea. Norway parks its Chinese Bus in a cave, just in case.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. Afternoon Cyber Tea On this month's segment from Afternoon Cyber Tea, host Ann Johnson welcomes Frank X. Shaw⁠, Chief Communications Officer at Microsoft, to explore the critical role of communication in cybersecurity. They discuss how transparency and trust shape effective response to cyber incidents, the importance of breaking down silos across teams, and how AI is transforming communication strategies. You can listen to Ann and Frank's full conversation here, and catch new episodes of Afternoon Cyber Tea every other Tuesday on your favorite podcast app. Selected Reading Operation Chargeback: 4.3 million cardholders affected, EUR 300 million in damages - Three criminal networks suspected of misusing credit card data from cardholders across 193 countries; 18 suspects arrested (Europol) Databroker Files: Targeting the EU (Netzpolitik) M&S profits almost wiped out after cyber hack left shelves empty (BBC News) Google releases November 2025 Android patch, fixes critical zero-click flaw (Beyond Machines) Prosecutors seize yachts, luxury cars from man accused of running Cambodia cyberscams (NPR) Cyberattack that crippled Middletown's systems shows how hackers target smaller cities (Cincinnati.com) Houston data breach exposes firefighters' personal info, union says they're being blamed (Click2Houston) Japanese publishing company Nikkei suffers Slack compromise exposing data of over 17,000 people (Beyond Machines) Google Clears DOJ Antitrust Hurdle for $32 Billion Wiz Deal (Bloomberg) Dybt i et norsk fjeld blev en kinesisk bybus splittet ad. En status på vores frygt (Zetland) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P futures are pointing to flat open following Tuesday's selloff. European equity markets are edging lower in early trades, though the FTSE 100 is bucking the trend, supported by strength in defensive sectors. Asian markets ended largely lower today, with Japan's Nikkei and South Korea's Kospi both losing over (3%) as tech stocks faced sustained selling pressure. Major losses came from SoftBank, Advantest, and Tokyo Electron in Japan; Samsung and SK Hynix in South Korea; and TSMC in Taiwan, dragging respective indices lower. The Kospi is on track for its worst day since April. Companies Mentioned: Axon Enterprise, Alphabet, AMD

Scattered Spider, LAPSUS$, and ShinyHunters join forces Nikkei reports data breach impacting 17,000 people React Native NPM flaw leads to attacks Huge thanks to our sponsor, ThreatLocker Imagine having the power to decide exactly what runs in your IT environment — and blocking everything else by default. That's what ThreatLocker delivers. As a zero-trust endpoint protection platform, ThreatLocker fills the gaps traditional solutions leave behind, giving your business stronger security and control. Don't just react to threats — stop them with ThreatLocker.

↴    ↴    ↴https://www.elclubdeinversion.com/ir/informe-yt-ram-oct-25/Informe de actualidad mensual GRATIS con contenidos exclusivos y potentes para mejorar tu estrategia de inversión.En este vídeo te traigo un completo repaso de lo más importante que ha sucedido en los mercados durante octubre de 2025. Comenzamos con las novedades macroeconómicas más destacadas como la revisión al alza del crecimiento mundial por parte del FMI, el impulso del Nikkei japonés tras los estímulos y la (no tan) sorprendente caída del oro. Todo ello con análisis centrado en cómo estas noticias afectan directamente a tu estrategia de inversión.Después pasamos al análisis gráfico de los principales índices bursátiles como el S&P 500, Nasdaq, DAX alemán, CAC francés y Nikkei japonés. Te explico cómo interpretar las recientes subidas y bajadas, y qué patrones técnicos puedes aprovechar para mejorar tus decisiones de inversión en renta variable a partir de ahora.También analizamos el sector inmobiliario, marcado por el fenómeno de la ocupación en España y el aumento de los precios, así como las oportunidades y riesgos que esto supone. Además, te comento la interesante propuesta de Francia para crear una reserva nacional de Bitcoin, y cómo esta noticia podría cambiar el panorama financiero europeo de los próximos años.Finalizamos con una visión general de los principales activos como el oro, el bitcoin y el sector inmobiliario. Verás cómo han reaccionado a las últimas noticias, qué implicaciones pueden tener para tu cartera y cómo crear una estrategia de inversión todoterreno que te permita generar ingresos pasivos y afrontar cualquier escenario económico con mayor seguridad y rentabilidad.Aquí, en el canal de El Club de Inversión, comparto contigo las formas más rentables para ganar más dinero gracias a la inversión en bolsa, en inmobiliario, en criptomonedas y en muchas otras inversiones alternativas.Mejorarás tu educación financiera y aprenderás a generar plusvalías e ingresos pasivos conociendo las mejores estrategias de inversión.Inicia tu camino hacia una situación económica mucho más plácida y, quién sabe… ¡Quizás ya estás dando tus primeros pasos hacia tu propia libertad financiera!✅ Suscríbete para no perderte los próximos contenidos que están a la vuelta de la esquina: https://bit.ly/suscribete-yt-ecdi

De japanske aktier har fart på i øjeblikket og det toneangivende Nikkei-indeks rundede tidligere på ugen en historisk milepæl. Samtidig har landet fået sin første kvindelige premierminister, der varsler nye politiske vinde. Hvad betyder det for investorerne, og giver det gode aktiemuligheder? Det diskuterer Millionærklubben blandt andet med seniorporteføljemanager i Maj Invest Valueaktier Ulrik Jensen denne onsdag. Med i studiet er også aktiechef i HC Andersen Capital Michael Friis Jørgensen, der opdaterer os på de friske regnskaber fra ind- og udland, rentemøde i USA onsdag aften og hvad der ellers flytter markedet her til morgen. Vært: Adam Geil See omnystudio.com/listener for privacy information.

US equity futures are indicating a higher open today. Europe markets have opened higher in early trades. And Asian markets have wrapped up the day higher almost everywhere as trade tensions around the world eased significantly. US and China finalized an outline trade agreement on Sunday, which has been the factor behind the positive sentiment. Japan's Nikkei broke through 50K for the first time in a broad rally. Taiex and Kospi also at fresh record highs.Companies mentioned: Plymouth Industrial REIT, Novartis, Avidity Biosciences, SoftBank, Sony, Warner Bros Discovery

On this week's episode of The MacRumors Show, we discuss the latest rumors about the iPhone Air not selling as well as Apple hoped. There have been many recent reports suggesting the ‌iPhone Air‌ has failed to catch on with consumers, with Apple moving to cut production due to lower-than-expected sales. The first warning sign was the ready availability of the ‌iPhone Air‌ at launch, suggesting lower than expected demand. Last week, Japan's Mizuho Securities said that Apple would reduce iPhone Air production by at least one million units because of underwhelming sales performance. Nikkei then reported that Apple planned to cut production significantly almost to "end-of-production levels." KeyBanc Capital Markets said that there is "virtually no demand" for the ‌iPhone Air‌ and that Apple would "drastically" cut production as a result. Apple analyst Ming-Chi Kuo then clarified that suppliers have been asked to reduce capacity by more than 80% between now and the first quarter of 2026, and some components with longer lead times will be discontinued by the end of 2025. Samsung is apparently seeing a similar response to its super thin ‌iPhone Air‌ rival, the Galaxy S25 Edge. Reports indicate that Samsung canceled a next-generation model after disappointing sales. According to Kuo, the ‌iPhone Air‌'s poor performance suggests that the iPhone 17 and 17 Pro models already "cover the majority of high-end user demand," so there is little room for new market segments. All of the other new iPhones are all believed to be selling better than expected, with Apple increasing up production of these models. Apple apparently planned three more ‌iPhone Air‌ generations, but that could now change in light of real-world sales data. We could get yet another new iPhone form factor as soon as 2026, with rumors suggesting that Apple will debut a foldable model alongside the iPhone 18 lineup. 

In Ep. 108, Ray Powell and Jim Carouso interview CNN Tokyo correspondent Hanako Montgomery about the historic election of Sanae Takaichi as Japan's first female prime minister, exploring her background, conservative policies, and the geopolitical challenges she faces amid rising regional tensions and domestic economic woes. The discussion highlights Takaichi's rise: how she broke through Japan's traditional patriarchal barriers, and how she will navigate its complex domestic politics and the rapidly changing Indo-Pacific geostrategic picture.Sanae Takaichi, formerly the economic security minister, emerged as Japan's fourth prime minister since Shinzo Abe's 2020 departure, marking a milestone as the country's first woman in the role despite Japan's low G7 ranking in gender parity. Unlike many politicians who come from dynasties, her background includes a TV anchor career in the mid-1990s, where she discussed politics and society, while her parents were a police officer and a car company worker. Known for her colorful personality (including a love for motorcycles and heavy metal music), she is a self-described workaholic and Abe protégé, advocating conservative stances like revising Japan's pacifist constitution, boosting defense spending to 2% of GDP, and opposing same-sex marriage.Takaichi's election comes during a period of turmoil for the ruling Liberal Democratic Party (LDP), which lost its parliamentary majority in recent elections amid scandals like unreported slush funds and ties to controversial groups linked to Abe's assassin. The long-dominant LDP now relies on a new coalition, creating an identity crisis between its conservative roots and younger reformers. Her "Sanaenomics"--looser fiscal policies, increased government spending, and inflation relief via billions in subsidies for household items--differs from Abenomics but faces hurdles from her coalition's fiscally conservative views and Japan's demographic crisis, including low birth rates and immigration crackdowns. Markets reacted positively with the Nikkei 225 hitting records post-election, but the yen also weakened, signaling investor excitement tempered by fiscal risks.Takaichi inherits a fraught Indo-Pacific landscape, with her hawkish views on China, including criticisms of its militarization, espionage by Chinese residents, and even ugly tourist behavior, drawing Beijing's ire via state media warnings that Japan is at a "crossroads." Her April Taiwan visit, pushing defense and economic ties without U.S. centrality, has heightened tensions, though economic interdependence may prompt pragmatic diplomacy during upcoming APEC and ASEAN meetings.Takaichi previously vowed female representation in her cabinet but appointed only two women, emphasizing qualifications over gender in a male-dominated field, surprising some observers. Comparisons to Margaret Thatcher abound for her symbolic strength as a first female leader; however, there are policy differences between the two.Takaichi's tenure could reshape Japan's role amid uncertainties about U.S. commitment and China's assertiveness in areas such as the Senkaku Islands, Taiwan, and the South China Sea, with public support growing for constitutional revision and defense hikes due to perceived threats. Her success hinges on economic delivery--tackling inflation and wages--while balancing alliances.

From the BBC World Service: Japan elected its first female prime minister, Sanae Takaichi, and the Nikkei 225 index surged to a record high. But the conservative leader, who models herself after former British Prime Minister Margaret Thatcher, will have to tackle a range of economic challenges: a falling population, a rise in the cost of living, and sluggish growth. Plus, a federal green tech funding pullback in the U.S. is hitting Vice President JD Vance's hometown.

From the BBC World Service: Japan elected its first female prime minister, Sanae Takaichi, and the Nikkei 225 index surged to a record high. But the conservative leader, who models herself after former British Prime Minister Margaret Thatcher, will have to tackle a range of economic challenges: a falling population, a rise in the cost of living, and sluggish growth. Plus, a federal green tech funding pullback in the U.S. is hitting Vice President JD Vance's hometown.

S&P futures are up +0.4% and pointing to a higher open. Asian equities began the week's trading on a high note, with Japan's Nikkei surging over +3% as political clarity boosted sentiment. Hong Kong's Hang Seng also gained +2.4%, led by sharp advances in big tech. European markets are also higher in early trade as gains are being supported by easing US-China tensions and strong momentum from Asian markets. However, the French CAC is lagging slightly, following S&P's decision to downgrade France's credit rating late last week. Companies Mentioned: Tesla, Hologic, The Cooper Cos, Boeing

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™