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Global Risk-On Pivot as Japan Election Boosts Stocks, Chips Rebound, and Fed Cut Bets Rise
Asia rallies on Japan election boost, chip rebound, and rising Fed cut bets
What happened
Asian markets jumped after Japan’s Prime Minister Sanae Takaichi won a decisive election victory, raising expectations for expansionary fiscal policy (stimulus, tax cuts, investment themes like AI/semiconductors). Japan’s Nikkei surged to fresh records, and risk appetite also improved as U.S. chip stocks rebounded sharply. Markets are also increasingly pricing a possible Fed rate cut by June, with a heavy slate of U.S. data (jobs, inflation, spending) due later this week.
Why this matters for U.S. stocks…
The skinny
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