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September 7, 2026
261 stories · 270 articles, 9 merged · refreshed 2026-10-11 01:37 UTC
▲ 6▼ 3◆ 7– 5
Markets 90
- USD/JPY trades just above 154.00, having fallen 1.22% on Monday.
- Japanese wage growth (seen at 3.9% YoY) due tonight is crucial for Bank of Japan policy, with a September hike 97% priced.
- Federal Reserve's September hike is priced at 59%, making the BoJ's move seem more certain than the Fed's.
- US Consumer Price Index (CPI) on Friday is identified as the next significant market mover for the USD/JPY pair.
- The article maintains a bearish bias for USD/JPY as long as the 155.00 level caps gains.
- Asia-Pacific markets opened broadly higher Monday, despite persistent Middle East tensions.
- Japan's Nikkei 225 gained nearly 1%, while South Korea's Kospi advanced 3.09% at open.
- Middle East turmoil continued with reports of US strikes on Iranian oil tankers following missile attacks.
- US Energy Secretary Chris Wright indicated a nuclear deal with Iran may not happen soon, suggesting focus on destroying capabilities.
- US stock markets are closed Monday for a holiday.
- Japan's Nikkei 225 index rose 1.8% in early trading.
- Gains were primarily driven by chip-related stocks.
- Continued hopes for artificial intelligence (AI) demand supported the market.
- Signs of U.S. economic strength also contributed to the positive sentiment.
- A record number of companies are projected to delist from the Tokyo Stock Exchange for the third consecutive year.
- Some delistings are due to companies partnering with investment funds to go private.
- Other companies are failing to meet the Tokyo Stock Exchange's tougher listing standards.
- South Korea's stock market has recently experienced significant volatility.
- Single-stock leveraged ETFs, launched approximately three months ago, are central to the market's swings.
- The ETF boom is losing momentum as investors grow weary of market volatility.
- The ongoing market volatility is beginning to affect the political arena in South Korea.
Macro/Economy 57
- South Korea plans to integrate five public power companies by October 2027.
- The merger aims to accelerate investments to meet rising energy demands.
- Increased demand is driven by the growth of the country's AI and chipmaking sectors.
- Seoul also intends to streamline other public corporations in oil, gas, and ports.
- Global economic growth is projected to slow by 2075.
- Asia is anticipated to continue its economic ascent.
- Indonesia is forecast to become a top 5 global economy by 2050.
- Indonesia is expected to displace Brazil and Russia in economic size.
- Pakistan's population increase is identified as an economic tailwind.
- The head of the European Chamber of Commerce in Hong Kong (EuroCham) will lead a mission to Brussels to 'reset' perceptions of the city.
- The mission aims to emphasize Hong Kong's fundamental distinction from mainland Chinese counterparts.
- The 'door-knock' mission coincides with Hong Kong's unveiling of its first five-year plan on September 16.
- Taiwan's central bank imposed mortgage regulations to cool an overheated housing market.
- Wealthy buyers are increasingly paying in cash, circumventing the curbs and maintaining high prices.
- Middle-income households face longer loan approval times and tighter lending standards.
- The regulations are having unintended side effects, exacerbating housing market inequality.
- Kumamoto Airport aims to launch scheduled flights to Thailand within three years.
- The airport operator is exploring additional routes to Vietnam and other Southeast Asian destinations.
- International cargo operations are being expanded to support TSMC and Sony plants in the region.
Central Banks 3
- Japan's foreign reserves fell by a record $79.6 billion (6.18%) to $1.208 trillion in August.
- The decline was due to a record 15.4 trillion yen ($98.66 billion) spent on dollar-selling, yen-buying intervention.
- Intervention helped lift the yen from near 164 per dollar to 155.20, though it later weakened before recovering.
- Part of the intervention was coordinated with the United States, the first such joint action since 2011.
- Japan could utilize a COVID-19 era Federal Reserve backstop to raise dollar liquidity without selling US Treasuries.
- EUR/USD trades with modest gains around 1.1615 despite stronger-than-expected US jobs data.
- US Nonfarm Payrolls increased by 162,000 in August (vs. 56,000 expected), with the Unemployment Rate steady at 4.1%.
- Markets now price in 58.3% odds of a 25 basis points Fed rate hike in September, up from 50.2% pre-data.
- The European Central Bank (ECB) is widely expected to raise its deposit rate by 25 bps to 2.50% at its upcoming meeting.
- Technical analysis indicates EUR/USD maintains a modest bullish bias, trading above its 100-day moving average.
Energy/Oil 17
- Oil prices are rising.
- The increase is linked to geopolitical tensions involving the US and Iran.
- Reports indicate military actions, specifically 'strike ships', contributing to market concerns.
Gold/Metals 12
Crypto 30
Geopolitics 29
Tech/AI 7
- Nvidia CEO Jensen Huang stated that Artificial General Intelligence (AGI) has arrived.
- The declaration was made after OpenAI's launch of GPT-6 Astra.
- Huang's statement signifies a perceived major milestone in AI development.
- Elon Musk's SpaceX targets a late 2027 launch for orbital data centers, but industry experts predict significant scale closer to the 2030s.
- Key obstacles include developing effective cooling systems for the vacuum of space and managing rapid hardware obsolescence (e.g., GPUs).
- High-volume data transfer back to Earth and powering hyperscale operations, potentially requiring nuclear power, are also significant challenges.
- Achieving hyperscale for orbital data centers could take another 5-7 years, according to one CEO.
- SpaceX has a history of defying expert skepticism regarding ambitious timelines and satellite deployment.
- The U.S. plans to raise artificial intelligence safety concerns with China during an upcoming summit between top leaders.
- The potential talks offer a window for dialogue despite the ongoing technological rivalry between the two superpowers.
- Silicon Valley insiders are proposing ideas for AI cooperation, though skepticism about its feasibility persists.
- The summit involves U.S. President Donald Trump and Chinese President Xi Jinping.
Companies 2
- Toyota Motor targets a 40% increase in operating profit from non-new car sales sources.
- The goal is to reach 3 trillion yen ($19.2 billion) by fiscal 2030.
- Key drivers for this growth include software updates and vehicle leasing.
- The strategy involves leveraging software-defined vehicles, such as the 2025 RAV4 model.
- Metaplanet's CEO has issued a public statement.
- Shareholders express dissatisfaction, indicating key questions remain unaddressed.
- Unanswered "hard questions" suggest ongoing concerns among investors.
Thai Markets 12
- Chiang Mai, Thailand, a popular destination for digital nomads, is implementing a public-private initiative.
- The effort aims to create a 'Nomad Friendly District' to foster coexistence between remote workers and local residents.
- The San Pa Khoi neighborhood regularly hosts events for digital nomads and locals to mingle.
- The initiative seeks to upgrade the city's appeal and manage the impact of its growing digital nomad population.
Other 2
- Ho Chi Minh City has delayed the implementation of its low-emission zone.
- The rollout is postponed by 6 months, giving residents and businesses more time to adjust.
- The initial phase of the zone will cover a limited downtown area.
- Restrictions will initially target specific gasoline-powered vehicles like buses and garbage trucks.
- Two Chinese women, aged 25 and 28, were arrested in Chon Buri for allegedly working without proper permits at a school.
- One woman held a work permit as a teacher but for a different employer and workplace.
- The other woman reportedly had no work permit at all.
- They were found working in marketing and online content production roles.
- Both were charged and handed over to Pattaya police.
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