JPY: Takaichi victory fuels markets and policy shift – Danske Bank

"The victory of Takaichi marks a significant moment for the Japanese market, introducing potential changes in fiscal policy and defense spending that could impact economic stability. However, the resultant Yen depreciation could also lead to rising import costs and inflation concerns. Investors must navigate this environment with caution as the market adjusts to new economic policies. Upcoming economic indicators and the Bank of Japan's responses will be critical in shaping the Yen's trajectory. Overall, while risks are apparent, there could be positive aspects to observe as developments unfold."