Sanae Takaichi

Prime Minister of Japan. Her government's fiscal stance is watched closely by the JGB market.

Predictions & track record (2)

• Awaiting grading Japan's four biggest life insurers posted record paper losses on bonds, and their solvency ratios went upCheck the November quarterly disclosure for whether the four insurers' combined unrealized bond losses as of end-September 2026 exceed 15.13 trillion yen.
• Miss Apple's stock rose just 1%. Why did it just become the world's most valuable company?Apple briefly took the market-cap lead on 7/27 (~$4.95T), but its 7/30 earnings brought weak Q4 guidance on supply constraints and rising memory costs; the stock plunged 7.35% on 7/31 (closing $308.91, market cap $4.54T) and Nvidia reclaimed the crown ($4.86T) after just four days. FY2026 capex guidance came in around $13-14B, only a modest rise from FY2025's $12.7B rather than a clear rebound.

3 related posts

• Watch Japan's four biggest life insurers posted record paper losses on bonds, and their solvency ratios went up The Kobeissi Letter (@KobeissiLetter) · 2026-08-09
• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Watch The powder keg off Taiwan: a Japan-Philippines sea-boundary deal China reads as encirclement 메르 (ranto28) · 2026-07-18