Monday 6th October 2025

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Sanae Takaichi won the LDP leadership vote in Japan on Saturday, so is set to become Japan’s first female prime minister. She’s a known supporter of Abenomics, so could its resurgence mean a rate hike by the Bank of Japan is less likely. ‘Yes!’ is the quick answer from NAB’s Taylor Nugent. So what does that mean for bond yields, equities and the Yen today? The other weekend surprise was OPEC+ decision to lift production. We knew it was coming but the size of the increase is well below what many were expecting. Phil and Taylor also discuss Friday’s ISM data from the US and look ahead to a very quiet week, politics aside. And the RBNZ, of course.

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