Franklin FTSE Japan

Toyota released FY2026 Q3 earnings on February 6 During-Market (EST), actual revenue USD 86 B (forecast USD 82.28 B), actual EPS USD 0.6166

Toyota released FY2026 9 Months earnings on February 6 During-Market EST, actual revenue USD 253.93 B, actual EPS USD 1.5436

Toyota to Release FY2026 Q3 Earnings on February 6 During-Market EST, Forecast Revenue USD 81.39 B

Toyota Raises Offer for Hino to 6.1 Trillion Yen

Denso Raises Bid for Toyota Industries to 18,800 JPY per Share

Toyota Unveils All-Electric Hilux at Brussels Motor Show

Hetai Motor's Market Share Hits 16-Year High in 2025

Toyota Officially Launches Urban Cruiser Electric SUV in Taipei Auto Show

Toyota RAV4 Reveals Pre-sale Price for Major Redesign

Haima Auto Deepens Hydrogen Vehicle Collaboration with Toyota and Launches Demonstration Operations

Toyota Recalls Over 55,405 Vehicles in US Due to Safety Hazards

Toyota plans to issue up to 5 billion Indian rupee bonds

Wolfspeed and Toyota Reach Cooperation, Toyota Will Adopt Wolfspeed's Silicon Carbide Devices

Toyota and Lexus Launch Luxury Models for High-End Market

Toyota Motor North America sells 93,082 electrified vehicles in November

Toyota Tsusho Deepens Collaboration with LG and SK to Strengthen EV Battery Supply Chain

India's competition regulator approves Toyota Tsusho's acquisition of Toyota Industries

Guangqi Toyota Unveils New Model b-Z7, Aiming for Over 800,000 Annual Sales by 2026

Toyota to Invest $912 Million in US Factory Expansion

Toyota to Launch Electric C-HR in Australia

Psyence Biomedical

Julong

Myseum

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WeShop

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Arxis, Inc.

Tradr 2X Long NVTS Daily ETF

The International Energy Agency (IEA) warns that Europe's aviation fuel supply may last only six weeks, potentially leading to flight cancellations due to ongoing oil supply disruptions from the war with Iran. IEA Executive Director Fatih Birol described the Strait of Hormuz crisis as the "biggest energy crisis in history," predicting significant impacts on global economic growth and inflation. Countries dependent on Middle Eastern energy, such as Japan and India, will be most affected, with rising prices for gasoline, natural gas, and electricity expected.

CoinLive

Occidental Petroleum

BP p.l.c.

Us Brent Oil

United States Oil Fund LP

IEA warns: European aviation fuel stocks only last for 6 weeks, some flights may be cancelled.

TSCO

European stocks rose slightly on Thursday, influenced by better-than-expected economic growth in the UK. The pan-European STOXX 600 index increased by 0.1%, and the UK FTSE 100 index also rose by 0.1%. Tesco's stock price rose by 1.7%, despite operating profit forecasts being slightly below expectations. EasyJet's stock price fell by 3.8% due to warnings about the conflict in Iran and rising fuel prices. U.S. stock futures showed little change, while Asian stock markets generally rose

AASTOCKS

Tesco PLC

"European Stocks" European stocks slightly rise in early trading, Tesco up nearly 2%, U.S. stock futures little changed

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Japan's Finance Minister Katayama has been verbally intervening today: Not once, but twice:Japan's Finance Minister Katayama said to intensify communication with BessentDropping in the B word in is more forceful verbal interventionJapan’s Katayama says closely watching FX as oil volatility hits yen

Investinglive

Pro Ultrshrt Yen

Mitsubishi UFJ Financial Group, Inc.

Asset Management One Co., Ltd.

Japan Agricultural Cooperatives Group

Currencyshares JPY Trust

Pro Ultr Yen

Today's FX winner is Japanese Finance Minister Katayama, She's sent the yen higher.

Jun Mikamura, Japan's Foreign Exchange Affairs Chief: Japan and the United States have confirmed they will cooperate on foreign exchange matters at the level of Deputy Ministers of Finance

Wallstreetcn

Japan's Finance Minister Satsuki Katayama stated that authorities are closely monitoring foreign exchange (FX) movements due to oil market volatility impacting the yen and the economy. She confirmed ongoing discussions with US Treasury Secretary Scott Bessent, emphasizing the importance of maintaining dialogue on currency issues. Katayama highlighted that fluctuations in energy prices are affecting both financial markets and the real economy, reinforcing the need for vigilance regarding yen weakness. While no specific intervention was mentioned, the risk of policy action remains a concern as the situation evolves.

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Japan’s Katayama says closely watching FX as oil volatility hits yen

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FLJP

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Foreign investors purchased Japanese stocks worth ¥39.433 trillion as of April 10, according to Jin10. The previous value was revised from ¥29.596 trillion to ¥29.518 trillion.

ISHRS MSCI Japan

Simplex Financial Holdings Co., Ltd.

Wtree Jpn Hdg Eq

JPMorgan Betabuilders Japan ETF

BlackRock, Inc.

Foreign Investment in Japanese Stocks Reaches ¥39.433 Trillion as of April 10

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The Bank of Japan warned that regional economies may deteriorate due to rising oil prices and supply disruptions caused by the Middle East conflict. In its quarterly report, the bank noted that increasing uncertainty is leading firms to worry that higher energy prices could negatively impact corporate profits and consumer spending.

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HSPC

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BOJ says regional economies could worsen due to fallout of Middle East conflict

EVLU

EMGF

Investors are favoring emerging markets, with the largest allocation in five years, and equities in Japan.

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The stock market’s biggest investors are pulling back. But they’re optimistic on 1 key point.

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Japanese stocks fell in the morning session, with the Nikkei index down 681 points or 1.3%, reporting at 53,138 points. The market is concerned about the risks of a global economic downturn and central bank policies, with wire and metal stocks generally declining, and Tokyo Electric Power falling 6.2%. Artificial intelligence and semiconductor stocks performed poorly, with SoftBank and Tokyo Electron down 0.7% and 0.2%, respectively. Other major stocks such as Toyota, Panasonic, and Isetan Mitsukoshi also saw declines

Toyota Motor

Panasonic Corporation

Toyota Motor Corporation ADRhedged

Tokyo Electron Ltd.

SoftBank Group Corp.

Tokyo Electric Power Company Holdings, Incorporated

Electric Power Development Co., Ltd.

Toyota Motor Corp.

Tohoku Electric Power Company, Incorporated

The Nikkei Index fell 681 points or 1.3% in the half-day trading of Asian stocks, with wire and metal stocks declining, and Tokyo Electric Power Company dropping over 6%

LJPY

USD/JPY has risen 45 pips to a session high of 159.39, influenced by an energy crisis impacting Japan's economy, which relies heavily on energy imports. The rising import prices amid inflation concerns are critical, especially with Brent crude above $100. The next resistance level for USD/JPY is 161.95, with potential implications for Japan's inflation and global sovereign yields. Despite the currency's rise, Japan remains relatively quiet, but this situation could change as energy prices continue to affect the economy.

WisdomTree Long JPY Short USD

USD/JPY is right up against the highs of the year

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Japan's January labour cash earnings rose by 3.0%, up from 2.4% previously, with real cash earnings increasing by 1.4%, surpassing the expected 0.9%. The Monthly Labour Survey, a key economic indicator, reflects average monthly earnings and is crucial for assessing household purchasing power and influencing Bank of Japan's monetary policy. Despite strong wage negotiations, real wages have consistently declined due to inflation outpacing nominal pay gains, complicating the BOJ's potential rate hikes as they seek sustained wage growth to support household incomes.

- Japan's monthly labor survey by the Ministry of Health, Labour and Welfare tracks average monthly cash income, revealing a nominal growth of 2.4% in December, with actual cash income increasing by 1.4%.  
- Despite positive spring wage negotiations exceeding 5% growth, real wages adjusted for inflation have declined monthly throughout 2025, with a 0.1% decrease in December.  
- This persistent gap between wages and inflation complicates the Bank of Japan's consideration of further interest rate hikes, as sustained wage growth is crucial for supporting household income.

Japanese January labour cash earnings +3.0% vs +2.4% prior

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GOLD

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Nine out of ten investment ideas from Henry Neville, a portfolio manager at Man Group, outperformed over the past year, achieving a compound annual growth rate of 52%. His successful themes included gold, nuclear energy, and Japanese equities. However, he warns that valuations for some themes, particularly Japan and gold, have become expensive. Neville is considering adding industrial metals and cybersecurity to his portfolio, as both sectors show potential for growth. Meanwhile, U.S. stock-index futures are lower, and Netflix shares are rising after abandoning its bid for Warner Bros. Discovery.

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Nine out of 10 bets this fund manager made outperformed over the past year. Here's his next two plays.

Japanese markets are closed for a holiday today. Of course, yen trade continues in other centres. but its thnnier than normal. There is no fresh news.

USD/JPY below 154.00. Japan on holiday today.

Franklin FTSE Japan(FLJP.US)

Franklin FTSE Japan Stock Performance Chart

IEA warns: European aviation fuel stocks only last for 6 weeks, some flights may be cancelled.

"European Stocks" European stocks slightly rise in early trading, Tesco up nearly 2%, U.S. stock futures little changed

Today's FX winner is Japanese Finance Minister Katayama, She's sent the yen higher.

Jun Mikamura, Japan's Foreign Exchange Affairs Chief: Japan and the United States have confirmed they will cooperate on foreign exchange matters at the level of Deputy Ministers of Finance

Japan’s Katayama says closely watching FX as oil volatility hits yen