// Global Analysis Archive
Asian markets were subdued ahead of Chinese New Year closures, with Japan’s weaker-than-expected late-2025 growth adding to policy uncertainty. Softer US inflation revived expectations for Fed cuts while investors reassessed the payback timeline for large-scale AI infrastructure spending.
Asian markets extended gains on Feb 10, 2026, led by Tokyo’s Nikkei hitting another record amid expectations of Japanese fiscal stimulus and tax cuts following Prime Minister Sanae Takaichi’s election win. Sentiment improved with a Wall Street tech-led rally, but investors remain focused on AI spending payback and imminent US payrolls, inflation, and retail sales data that could shift Fed rate expectations.
The US dollar weakened across Asia after renewed speculation that US and Japanese officials could coordinate to support the yen, following reported New York Fed inquiries and firm messaging from Tokyo. The move spilled into stronger Asian currencies, weaker Japan equities, and a sharp safe-haven rally that pushed gold above US$5,000 amid geopolitical and policy uncertainty.
Asian markets were subdued ahead of Chinese New Year closures, with Japan’s weaker-than-expected late-2025 growth adding to policy uncertainty. Softer US inflation revived expectations for Fed cuts while investors reassessed the payback timeline for large-scale AI infrastructure spending.
Asian markets extended gains on Feb 10, 2026, led by Tokyo’s Nikkei hitting another record amid expectations of Japanese fiscal stimulus and tax cuts following Prime Minister Sanae Takaichi’s election win. Sentiment improved with a Wall Street tech-led rally, but investors remain focused on AI spending payback and imminent US payrolls, inflation, and retail sales data that could shift Fed rate expectations.
The US dollar weakened across Asia after renewed speculation that US and Japanese officials could coordinate to support the yen, following reported New York Fed inquiries and firm messaging from Tokyo. The move spilled into stronger Asian currencies, weaker Japan equities, and a sharp safe-haven rally that pushed gold above US$5,000 amid geopolitical and policy uncertainty.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-1220 | Asia Enters Holiday-Thin Trading as Japan Growth Miss and AI Capex Doubts Shape Sentiment | Asian Markets | 2026-02-16 | 0 | ACCESS » |
| RPT-920 | Asia Equities Rebound as Japan Election Shock Fuels Nikkei Records and US Data Looms | Asian Markets | 2026-02-10 | 0 | ACCESS » |
| RPT-206 | Yen Intervention Signals Trigger Broad Dollar Pullback and Record Gold Surge | FX Markets | 2026-01-26 | 1 | ACCESS » |