We plan to compile a meaningful economic package and supplementary budget by taking in policies from parties outside (the coalition bloc),
We will continue to closely monitor foreign exchange moves, including those driven by speculators, with a higher sense of vigilance,
If you look at the mid to long term sort of trajectory, our view is, is that the yen will appreciate just given the fact that the Fed will continue to cut rates while the while Japan will likely have to increase going forward,
Given the fact that the outcome that we saw ... was not on the sort of worst case scenario, then I think quite a few investors felt that this is possibly not such a bad outcome as feared,
This is certainly, I would argue, not a positive for yen assets,
We are expecting the insurer to continue to unwind across shareholdings, invest those proceeds into the business, but also buy back stock. That would bode well for, basically, the balance sheet improvement,
The ruling coalition will likely have to come out with some form of new measures with other parties that could potentially make for a very murky outcome going forward,
The markets are likely to think this means more trouble for the yen with 155 the first target and (the finance ministry's) line in the sand at 160,
The reasons that Warren Buffett and others got excited about Japan are not lost, but you need the background that is a stable macro environment,
The euro short-term rate (ESTR) curve continues to price in a 35 bps rate cut at the ECB meeting in December,
It's one more thing for them to consider when they should be looking at the economy,
And this could easily swing towards 50 bps should soft euro zone data or a U.S. Republican victory (and protectionism) materialize,