Money Moves Daily - Japan

Sophia and Jason break down a rallying Nikkei as U.S. auto tariffs on Japan drop to 15%, what that means for Toyota, Honda, and Nissan, and the fallout from Suntory’s CEO resignation. They also hit positive real wages, Typhoon Peipah’s business risks, Tokyo’s World Athletics boost, what to listen for at the Sept 18–19 BOJ meeting, and why next Wednesday’s CGPI could move the yen—and your portfolio. Upbeat, clear, and all signal.

Sophia and Jason unpack the Nikkei’s 1%+ pop, easing JGB yields, and what Governor Ueda’s “rate hikes remain intact” stance means for the yen, borrowers, and visitors. They break down Japan’s generative-AI tailwind (think SoftBank, Advantest) and a rotation toward mid-caps, then rapid-fire through Uniqlo’s sales jump, LDP maneuvering, and the “Mount Fuji Lawson” overtourism saga. Stick around for the key setup: tomorrow’s wage data—the swing factor for the BoJ’s next move.

Today on Money Moves Daily: Japan, Sophia and Jason break down SoftBank’s stunning profit surge that pushed the Topix to record highs, what it signals for the global AI frenzy, and the risks investors should keep in mind. They also tackle Japan’s inflation squeeze, persistent labor shortages, and the trade moves shaping business sentiment. Plus, a look ahead to the key Tankan survey later this month.