EZB8RISK / Market Briefing

Japan's government has formally declared the end of the Abenomics reflation era, endorsing continued monetary normalization, a shift that gives official weight to the rising-yield

Japan's government has formally declared the end of the Abenomics reflation era, endorsing continued monetary normalization, a shift that gives official weight to the rising-yield environment already pulling domestic investors back toward homegrown bonds. The yen rallied on remarks out of Japan, with currency levels now a visible topic in diplomatic discussions. Corporate activity continues, including a major Japanese chip unit ordering thousands of workers back to offices as part of a physical AI push, though equity momentum still lacks fresh confirmation.

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