Hon Hai Precision Industry Co., Ltd.

NVIDIA Corporation

In Japan, the Nikkei 225 index jumped nearly 5% to an all-time high after the election of Sanae Takaichi as leader of the leading LDP party, while the yen weakened to 150 per dollar. In the U.S., the ongoing shutdown forced labor unions to seek a court injunction against mass layoffs, while political uncertainty and expectations of a Fed rate cut pushed gold to a new record of nearly $4,000 per ounce. About these and other topics - in our review of key events for the morning of October 6.

Highlights for the morning: Japanese market record, gold surges and Foxconn rises amid AI boom

BYD Company Limited

Sony Group Corporation

Sony has successfully spun off its finance business, setting an example of restructuring large Japanese conglomerates. Shares of the spun-off company jumped by more than a third. Alibaba emerged as a growth leader in Hong Kong thanks to its bet on cloud services and partnership with Nvidia. Chinese automaker BYD lowered its sales forecasts but is betting on expansion outside mainland China. The head of the U.S. regulator promised to accelerate the abandonment of quarterly business reports. About these and other topics - in our review of key events for the morning of September 29.

Mitsubishi Heavy Industries, Ltd.

Nintendo Co., Ltd.

SoftBank Group Corp.

It took the Japanese stock market more than a third of a century to return to the level when the bubble burst that marked the end of the Japanese economic miracle. But now a new phase has begun for the market, based on more classical investment approaches. It offers hope that the three lost decades are in the past.

The return of a miracle: how to make money on the Japanese market, which has recovered after 35 years  

Tokyo Electron Limited

Advantest Corporation

Shares of Tokyo Electron, a manufacturer of equipment for microchip production, became the leader of growth

Nikkei rises above 45,000 points for the first time. What is driving Japanese stocks upward?

FedEx Corporation

Lennar Corporation

Cracker Barrel Old Country Store, Inc.

The downward revision of the preliminary data on the number of new jobs created in the U.S. economy in the 12 months to March 2025 inclusive, strengthened Wall Street's confidence that the U.S. Federal Reserve will begin a cycle of aggressive rate cuts. The key event this week will be the regulator's meeting, following which it will announce a decision on monetary policy. Despite the fact that US inflation is above the Fed's 2% target, a weakening labor market almost guarantees an interest rate cut at the upcoming meeting, <a href="https://www.barrons.com/articles/fed-meeting-fedex-lennar-bullish-earnings-98fc31b5?mod=RTA#:~:text=But%20it%E2%80%99s%20Fed%20Chairman%20Jerome%20Powell%20and%20the%20FOMC%20that%20will%20take%20center%20stage.%20Despite%20inflation%20running%20above%20the%20Fed%E2%80%99s%202%25%20target%2C%20a%20weakening%20labor%20market%20all%20but%20assures%20an%20interest%2Drate%20cut%20at%20the%20meeting.">according to</a> Barron's. The main question on investors' minds is how many more rate cuts will follow before the end of this year and into 2026.

US Fed rate and FedEx earnings: what investors need to know this week

Nebius Group N.V.

Microsoft Corporation

Arkady Volozh's Kazakh-born AI startup Nebius, co-founder of Yandex, signed a five-year, $19.4 billion contract with Microsoft. Japan's Nikkei 225 stock index hit a record after Prime Minister Shigeru Ishiba resigned on expectations of new stimulus. Another artificial intelligence startup Cognition raised $400 million at a $10.2 billion valuation after buying Windsurf. On these and other topics - in our review of key events for the morning of September 9.

Highlights for the morning: Nebius' big AI deal with Microsoft, the Nikkei record and gold rallies

The actions of the country's new leadership may weaken the national currency, which will be to the benefit of Japanese exporting companies

Japan's prime minister has resigned. How did the yen and stocks react?

Nissin Foods Holdings Co.,Ltd.

Olympus Corporation

Japan Airlines Co., Ltd.

Stocks traded in mainland China rose at the fastest pace in almost a year in August

Goldman and Morgan Stanley differed in their forecasts for Chinese stocks. Is the market already overheated? 

Mitsubishi Corporation

Mitsui & Co., Ltd.

Marubeni Corporation

Shares of the five largest trading houses have risen in value several times in the six years that Buffett has been investing in them

Buffett has increased stakes in two Japanese companies. Why does he love "shogo shosha"?

Foreign investment, domestic savings and corporate governance reforms supported the record rise in the Tokyo Stock Exchange's main index

Japanese stocks are experiencing a "ninja rally". Why has the market become a favorite of investors?

Nintendo Switch 2 sold over 3.5 million consoles in its first four days

Wedbush recommends buying Nintendo stock amid record Switch 2 sales


The year 2025 could be one of the busiest years for bond vigilantes in decades - since the beginning of the year, investors have already dictated their will to politicians in the US, UK and Japan several times. Have these "guardians" of the market become stronger, or do they have more reasons to fear?