AGP Executive Report
Last update: 4 hours agoYen Watch at G20: U.S. Treasury chief Scott Bessent said Japan and the BOJ will take steps that lead to a stronger yen, reinforcing market bets for a September rate hike and raising the odds of yen-buying intervention near the 160 per dollar level. Markets & Energy Shock: Renewed U.S.-Iran strikes around the Strait of Hormuz pushed Brent back above $90 and lifted long-end yields, weighing on global stocks as investors recalibrated growth and rate risks. Auto Software Push: Honda and Nissan agreed to jointly develop vehicle operating software and onboard computers for new models from fiscal 2029, aiming to cut costs and speed up competition against U.S. and Chinese rivals. AI Data Center Spending: Japanese electronics makers are snapping up overseas data-center-related firms to meet fast-growing AI-driven demand, with a focus on power efficiency and cooling. Japan Capex Spotlight: Japan’s Q2 capital spending data is due Tuesday, a key read on corporate investment momentum. Logistics Capital Inflow: Ares raised 612 billion yen for its fifth Japan logistics development fund, targeting modern facilities in major metro areas. Streaming Deal: HBO Max is set to launch in Japan via Prime Video and Hulu on Oct. 1, expanding Warner content access for subscribers. Corporate Finance Theme: Shareholder opposition to executive pay eased globally, including in Japan, as voting dynamics shift.
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