This week’s markets were shaped by a mix of tariff concerns, AI‑related investment pressures, geopolitical tensions, and sharp currency swings.
For long‑term investors, it was a reminder that staying invested matters more than reacting to short‑term noise.
🇯🇵 Japan Equities: Yen Weakness and Policy Expectations
The yen weakened sharply after Prime Minister Takaichi expressed reluctance toward additional rate hikes.
This, combined with U.S. tech strength, pushed the Nikkei to new all‑time highs for three consecutive days.
Japan also announced a ¥267.6 billion public‑private investment in Rapidus, reinforcing its semiconductor strategy.
Japanese retail investors viewed this week’s volatility more as a buying opportunity than a risk event.
Continuous inflows into the new NISA program are supporting steady accumulation, especially in global index funds such as MSCI ACWI and the S&P 500.
Even when foreign investors turn risk‑off, domestic long‑term investors continue their regular contributions, providing a stabilizing force for the Japanese market.
🇺🇸 U.S. Markets: Tariffs, AI Concerns, and Geopolitical Risk
The week began with risk‑off sentiment after President Trump signaled raising alternative tariffs from 10% to 15%.
AI‑related stocks faced selling pressure due to rising investment costs, while tensions in Iran added to market volatility.
Despite the weakness, Netflix surged +13.8% after withdrawing from the Warner acquisition.
Toward the end of the week, strong consumer data supported a rebound in the S&P 500.
https://www.tradingview.com/heatmap/stock/
💱 FX: Yen Weak but Sensitive to Geopolitics
The yen continued to weaken due to soft GDP and fading BOJ rate‑hike expectations.
However, geopolitical tensions briefly pushed the yen higher, highlighting the currency’s sensitivity to global risk.
🧭 Long‑Term View
Short‑term volatility is unavoidable.
As long as fundamentals remain intact, price swings become opportunities.
Stay invested. Keep building.
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