Golden Finance reported that the unexpected trade agreement between the United States and Japan triggered a sharp market shock, pushing Japanese stocks to a record high and triggering a wave of selling treasury bond bonds. But after the carnival, investors are re examining local risks. The agreement has brought a great sense of relief, but the market is now saying: hold on, don't get too excited too early, "said Vishnu Varathan, head of economics and strategy at Mizuho Bank. The focus shifts to key events in the coming days, which may reveal the direction of Japanese stocks that have underperformed their regional counterparts this year. Although the Bank of Japan's policy meeting next Thursday is likely to keep interest rates unchanged, any hint of a September rate hike could impact the stock and bond markets. Investors are also closely monitoring the financial reports of companies such as Fujitsu, Tokyo Electric, and Nissan. Although these data may not reflect the impact of trade agreements in time, they can reveal the true resilience of companies in a long-term high tariff environment - even if it is already optimistic compared to the worst-case scenario.
