How Japanese individual investors saw this week’s markets
🇯🇵 Japan Equities: Currency Swings and Geopolitical Pressure
Japanese stocks moved sharply with the yen this week.
A stronger yen early in the week weighed on semiconductor names, while U.S. tech strength later helped the Nikkei rebound.
A notable domestic development was NVIDIA partnering with Kagawa Prefecture to advance AI adoption and data‑center infrastructure.
For many Japanese investors, this signaled that the AI wave is spreading beyond major cities — a sign of real economic value, not just stock momentum.
Another recurring theme among retail investors:
“The index moves, but my own stocks don’t.”
This reflects the heavy influence of a few large-cap names (SoftBank Group, Advantest, Tokyo Electron) on the Nikkei.
🇺🇸 U.S. Markets: Strong Data and a Surprise Legal Ruling
Revised GDP, PCE, and FOMC minutes all pointed to the same message:
The U.S. economy remains strong, but rate cuts won’t come quickly.
AI‑related stocks continued to diverge — some pressured by rising investment costs, others rallying on strong earnings.
Late in the week, the U.S. Supreme Court ruled the Trump‑era tariffs “illegal,” triggering a sharp rebound in tech stocks.
The S&P 500 climbed back above the 6900 level, and volatility eased.
💱 FX: Yen Weakness with Sudden Safe‑Haven Spikes
The yen weakened against all major currencies due to soft Japanese GDP and fading BOJ rate‑hike expectations.
But geopolitical tensions briefly pushed the yen higher — a reminder that FX remains highly sensitive to global headlines.
🧭 Long‑Term View: Stay in the Market
Despite the noise — strong U.S. data, yen volatility, AI divergence, geopolitical risks, and the tariff ruling — the long‑term principle remains unchanged:
Stay invested. Diversify. Keep building.
Full Japanese version:米国指標の強さと円相場の揺れ、トランプ関税判決の衝撃｜今週の資産形成ニュース（2月第3週） – 50代リアルマネー手帳
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