أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Japan's super-long bonds continue to rally following the election win of Prime Minister Sanae Takaichi, easing investor concerns about fiscal policy.

Prime Minister Sanae Takaichi's election victory has sparked market scrutiny due to her hawkish foreign policy stance and potential fiscal impact of her spending plans, despite recent market volatility subsiding.

Japan's election outcome is expected to lead to faster monetary policy tightening, with potential rate increases accelerated by unexpected fiscal expansion or currency weakening.

Emerging markets are experiencing their best month in three years due to a stronger outlook, drawing global attention and capital.

Kevin Warsh is emerging as a potential favorite to become the next Fed chair, with President Trump expected to announce his pick on Friday.

Japan's fiscal policy shift may not be effective in reversing yen weakness, as the country has now escaped deflation and a loose policy may no longer be necessary.

Bond markets are currently influenced by Japan's monetary and fiscal policy movements, according to Pooja Kumra, Senior European and UK Rates Strategist at TD Securities.

Market experts Kathy Jones and Russ Brownback believe US Treasury demand may be impacted by fiscal deficits and inflation, but do not foresee an imminent mass selloff, citing the difficulty in replacing Treasuries at scale.

Experts from Schwab and BlackRock believe US Treasury demand will not experience a mass selloff in the near future, citing the difficulty in replacing Treasuries at scale, despite concerns over fiscal deficits and inflation.

Indonesia's rupiah hit a record low in January due to investor concerns over the country's fiscal outlook and economic policy direction, despite central bank intervention.

Mizuho CEO Masahiro Kihara expects Japan's terminal policy rate to reach at least 1.5% and sees April as the next opportunity for the Bank of Japan to raise interest rates.

Japanese Finance Minister Katayama reassured investors that Japan's fiscal policy is responsible and sustainable, urging them to calm down on concerns about Japanese bonds.