Nov. 27 at 10:08 AM
$NKY /
$EWJ
Nikkei just SMASHED 50,000 (closed 50,069 🔥)
First time ever.
Why this isn’t just Wall St sympathy:
🇯🇵 ¥11 TRILLION fresh gov stimulus incoming
🇺🇸 83% odds of Dec Fed cut + softer USD at 156
🛢️ Brent
$61 on Russia/Ukraine ceasefire bets → Japan’s energy bill plummets
🤖 AI server boom: Dell +5.8% = direct orders to Japan’s photoresist, robotics & capacitor kings
Real shift: Japanese CEOs finally forced to ditch cash hoarding → buybacks + R&D explosion.
Translation: the AI build-out literally CANNOT happen without Tokyo’s patents.
50K feels like a new floor, not a ceiling…
…until China implodes or the Fed ghosts us in December.
Japan trade is ON.
You riding
$EWJ or waiting for the rug? 👇
#Nikkei #Japan #AI #Stimulus #EWJ
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