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🇯🇵 Nikkei at Historical Highs: Weak FX, High Liquidity, and Capital Rotation Set the Pace
The Japanese market is breaking records again, but not for the reasons many headlines suggest.
The Nikkei 225 closed up +1.48% at 54,341 points, surpassing the 54,000 barrier for the first time and extending two consecutive sessions at historical highs. Although the dominant narrative points to speculation about a possible early election in Japan, the real driver of the movement is clearly macroeconomic and monetary.
What is truly driving the Nikkei
1️⃣ Structurally weak yen
The Nikkei 225 closed up +1.48% at 54,341 points, surpassing the 54,000 barrier for the first time and extending two consecutive sessions at historical highs. Although the dominant narrative points to speculation about a possible early election in Japan, the real driver of the movement is clearly macroeconomic and monetary.
What is truly driving the Nikkei
1️⃣ Structurally weak yen
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