#fiscal-stimulus

#fiscal-stimulus

Takaichi's large stimulus aims to boost growth and ease living costs but likely won't rapidly accelerate Japan's economy and may increase inflation.

Incoming liquidity from expected Fed rate cuts, reserve purchases, government deposits and fiscal incentives is set to boost demand for U.S. equities and lift markets.

Eurozone growth is weak but positive: 0.2% Q3 2025 (1.3% y/y) with cooling inflation, fragile demand, weak manufacturing, and persistent structural challenges.