The strength of Japan is coming with the resilience of US stocks!

The Nikkei average is currently around 38,400 yen as of 10:25.

The dollar-yen is likely to return to 144.80 yen and reach the milestone of 145 yen. Meanwhile, the USA seems to be on the verge of collapse, but remains stable.
I think the direction mentioned in yesterday's video analysis is still relevant.

[Nikkei 225 Options Analysis] 9/26 - While the US stock market remains firm, the Japanese stock market is also solid, but the real battle will be on Friday!

However, the current rise may also be influenced by the final day of rights trading. Since it's not necessarily high dividend concept stocks driving the increase, movements aimed at gains from rights trading likely peaked last week.

In other words, I see today's increase as relatively strong.
Overseas investors' October options positions are hinting at levels above 38,000 yen (within the currently disclosed range).

The immediate response tomorrow may change depending on who becomes the new governor.
In the long term, there may not be much difference no matter who becomes the leader, but in the short term, it is generally expected that Takaichi will skyrocket, Ishiba will plummet, and Renho will fluctuate wildly😂.

With US stocks at record highs and Japanese stocks fully retracing to September highs, the pattern of Ishiba plummeting reminds us of the previous Kishida shock. It is an area where caution should be exercised against this pattern.