Nippon Life Research Institute economist Tsuyoshi Ueno said concerns that a proposed consumption-tax cut could further weaken Japan's fiscal position lead him to expect the 10-year JGB yield to breach 2.7% within three months. He added markets also fear the BOJ may lag in responding to inflation, which could further push yields higher.

【愛瑪科技：全資子公司江蘇車業產能轉移並停產】愛瑪科技公告稱，公司全資子公司江蘇愛瑪車業科技有限公司因經營策略調整，決定將其產能轉移至麗水車業和台州製造，並實施停產。剩餘資產將對外出售或出租。此舉旨在提升產品品質和經營效率，不會對正常經營造成重大影響，但可能產生搬遷費用和資產處置損益。

MHA analyst Connor Hicks says if a successor can deliver policy certainty, market volatility after Prime Minister Starmer’s resignation could ease. Hicks warns the next PM must balance political ambition with fiscal discipline; achieving that balance would likely be welcomed by investors seeking a more predictable, growth‑oriented policy backdrop. He says it is hard to predict the policy stance of leading contender Andy Burnham — who has previously presented as fiscally expansionary but recently pledged to adhere to current fiscal rules. Investors will focus on tax and spending choices; corporates want a clear long-term investment plan.