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Market Impact: 0.35

AI Rally, Weaker Yen Set the Stage for Japan’s Market Return

Source: Bloomberg

Artificial IntelligenceCurrency & FXInvestor Sentiment & Positioning

Japanese equities are positioned to catch up with the global AI-led market rally when trading resumes Thursday. However, continued yen weakness keeps the risk of Japanese currency intervention in focus, creating a potential offsetting source of volatility for domestic stocks and FX markets.

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mildly positive

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