AGP Executive Report
Last update: 4 hours agoGlobal Bonds Shock: Japan’s 10-year yield surged above 3% for the first time since 1996 as a wider bond rout hit Treasuries, Europe and Japan, driven by Middle East tensions, higher oil, sticky inflation fears and fiscal worries. Yen Pressure & U.S.-Japan Talks: U.S. Treasury chief Scott Bessent told BOJ Governor Kazuo Ueda the yen is “substantially undervalued,” backing decisive intervention and monetary steps; Japan’s finance minister Satsuki Katayama said there was no direct discussion of rate hikes, while both sides stressed “orderly” yen moves for global stability. Visa Tightening Impact: Japan saw a sharp rise in business-manager visa exits, with nearly 1,000 foreign owners leaving in H1 2026 after tighter capital and staffing rules. Food at Home Trend: Frozen “bento” delivery is gaining traction, with the market projected to grow to 217.4 billion yen this year, boosted by subscription services and a planned consumption tax cut. Healthcare & AI R&D: Ono Pharma and Aitia announced a collaboration using Aitia’s causal AI digital twin platform to identify new neurological drug targets. ADB Leadership: Masato Kanda won unanimous support for a second ADB term starting Nov. 24, 2026. Energy & Data Centers: DayOne and Malaysia’s TNB Power Generation explored up to 1.5GW of on-site generation plus battery storage for a Selangor data center.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
Perspectify News
