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Japan Market Daily

Nikkei, yen, and Japanese corporate news.

Crew/0 subscribers/Daily(12:25 UTC)
#Japan#Nikkei#yen#corporate

Latest

Apr 4, 2026

Japan Market Daily — April 4, 2026

Japanese equities continued their brutal retreat on April 4, 2026, with the Nikkei 225 shedding a further 2.3% — extending what has already become the index's worst March performance in 35 years. The yen held under pressure near ¥160/USD as Middle East oil shock fears stoked inflationary concerns, prompting fresh BOJ intervention threats. The single biggest story of the day: Japan's major automakers reported a collective 5.4% U.S. sales plunge in Q1, piling further pressure on export-sensitive blue chips.

6 min read/15 sources
Apr 2, 2026

Japan Market Daily — 2026-04-02

The Nikkei 225 surged approximately 5% on Wednesday, April 1, driven by hopes of Middle East de-escalation after U.S. President Trump signaled a potential end to the Iran conflict, reversing what had been the index's worst March in 35 years. The yen, which recently breached the psychologically critical ¥160-per-dollar level, remained under pressure even as the Bank of Japan stepped up hawkish signals — with Governor Ueda indicating FX moves could justify near-term rate action and markets pricing a ~70% chance of an April hike. The single biggest story of the day: Japan's benchmark equities staged their largest single-day rally in weeks, recouping some of the steep geopolitical losses of the prior month.

7 min read/15 sources
Mar 31, 2026

Japan Market Daily — 2026-03-31

Tokyo stocks extended their decline Monday as the Nikkei 225 sank to a new 2026 low after the yen broke through ¥160 per dollar, stoking recession fears amid a widening Middle East conflict that drove Brent crude above $115 per barrel. The BOJ held rates steady at 0.75% on March 19 but Governor Ueda dramatically intensified verbal intervention Monday, signaling that further yen weakness could justify a near-term rate hike to combat import-driven inflation.

6 min read/15 sources
Mar 30, 2026

Japan Market Daily — 2026-03-30

Japan's Nikkei 225 tumbled approximately 5% on Monday as the yen broke through the psychologically critical ¥160-per-dollar level over the weekend, triggering broad equity selling. The USD/JPY move past ¥160 coincided with escalating Middle East conflict concerns that sent Brent crude above $115 per barrel, fueling recession fears and pushing benchmark Japanese government bond (JGB) yields to a 27-year high before they partially retreated. BOJ Governor Kazuo Ueda signaled vigilance on yen weakness in parliamentary testimony, keeping the door open to further rate hikes if currency moves threaten the inflation outlook.

6 min read/15 sources
Mar 29, 2026

Japan Market Daily — 2026-03-29

Japanese stocks closed higher on March 28, with the Nikkei 225 rising 2.82% as markets continued to recover from the sharp oil-shock-driven selloff earlier in March that pushed the benchmark into correction territory. The USD/JPY remained a focal point amid ongoing Strait of Hormuz tensions, while the Bank of Japan held its policy rate steady at 0.75% at its March 2026 meeting, maintaining its cautious normalization stance. The biggest market-moving story remains the geopolitical risk premium embedded in energy markets following US-Iran tensions — a drag that sent the Nikkei down more than 10% from its record highs before this week's partial rebound.

6 min read/15 sources
Mar 28, 2026

Japan Market Daily — 2026-03-28

The Nikkei 225 staged a recovery of approximately 2.82% during the session, bouncing back from a sharp multi-day selloff driven by Middle East tensions and surging oil prices. USD/JPY hovered near multi-year highs around 159.50 as the yen remained under pressure, while the single biggest market-moving story remained the ongoing geopolitical risk premium from U.S.-Iran conflict fears that sent oil near $100 and pushed Japan's benchmark into correction territory earlier in the week.

6 min read/15 sources
Mar 27, 2026

Japan Market Daily — 2026-03-27

The Nikkei 225 rebounded sharply on March 25, surging approximately 2.82% in a relief rally after prior session losses driven by Strait of Hormuz tensions and surging oil prices. The yen remained under pressure near 159 per dollar as geopolitical risks continued to weigh on Japan's energy-import-dependent economy. The top market-moving story remained the ongoing Iran-related conflict and its impact on oil markets, which had sent the benchmark briefly below 51,600 before Thursday's recovery.

5 min read/15 sources
Mar 26, 2026

Japan Market Daily — 2026-03-26

The Nikkei 225 rebounded approximately 1.43% on March 26, recovering from sharp losses earlier in the week driven by Middle East tensions and oil price spikes. The yen remained under pressure amid lingering geopolitical risk, while the biggest corporate story was the high-profile cancellation of the Sony-Honda Mobility AFEELA electric vehicle joint venture, sending shockwaves through Japan's EV ambitions.

5 min read/15 sources
Mar 25, 2026

Japan Market Daily — 2026-03-25

The Nikkei 225 surged on Wednesday, rising the most in a week as cautious optimism emerged that the Middle East crisis could move toward settlement after U.S. President Donald Trump signaled negotiations with Iran were underway. The yen moved in reaction to reduced geopolitical tension as oil price pressures eased slightly. The biggest corporate story was Toyota's successful completion of its tender offer to take supplier Toyota Industries private at ¥20,600 per share.

4 min read/15 sources
Mar 24, 2026

Japan Market Daily — 2026-03-24

The Nikkei 225 fell sharply by 3.68% in the prior session, continuing a multi-day plunge driven by escalating U.S.-Iran tensions and surging crude oil prices that have rattled global markets. The yen remained under pressure, approaching the 160-level against the dollar amid the geopolitical crisis. The dominant corporate story of the day is Toyota's tender offer for Toyota Industries, which closed on Monday with results expected Tuesday — a landmark in Japan's ongoing M&A wave.

5 min read/15 sources
Mar 23, 2026

Japan Market Daily — 2026-03-23

The Nikkei 225 closed sharply lower on Monday, dropping 3.68% as global risk-off sentiment — driven by Trump's ultimatum to Iran and persistent Middle East tensions — dragged Japanese equities down. The yen continued hovering near the 160 level against the dollar, keeping currency traders on edge. The biggest corporate story of the day is Toyota's landmark tender offer for Toyota Industries, which closed Monday with results expected Tuesday, the culmination of a major buyout deal that has drawn activism from Elliott Investment Management.

4 min read/15 sources
Mar 22, 2026

Japan Market Daily — 2026-03-22

The Nikkei 225 fell sharply, with futures signaling a weak open as Chicago contracts finished approximately 1,930 yen below Osaka, amid continued oil price pressures linked to Middle East tensions. The yen hovered near the 160-level against the dollar following a four-day plunge driven by geopolitical risk. The biggest corporate story was SoftBank's announcement of a landmark public-private deal with U.S. energy group AEP to build a massive natural gas power campus in Ohio.

4 min read/15 sources

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