Japan’s “Takaichi Trade” Goes Into Overdrive After Landslide Election Win

The “Takaichi Trade” has officially entered its second, more aggressive phase following Prime Minister Sanae Takaichi’s historic landslide victory in the February 2026 snap election. With her Liberal Democratic Party (LDP) securing 316 seats, forming a two-thirds supermajority (352 seats) with the Japan Innovation Party (JIP), Takaichi now holds an unprecedented mandate to reshape the Japanese economy. This “supermajority”…

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Tech sector struggles: Oracle leads gains, while Amazon faces uphill battle

Sector Overview Today’s stock market landscape reveals a mixture of performance across various sectors, with particular focus on the tech and semiconductor sectors. Analyzing the heatmap, we notice a divergence in performance across these industries as well as significant moves in healthcare. 📉 Technology Sector Oracle (ORCL) emerged as a standout performer with a gain of 3.56%, indicating strong…

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Market focus returns to rate path – MUFG

Following the election, Teppei Ino from MUFG argues that market attention is likely to rotate back to Bank of Japan policy. The January Summary of Opinions signaled openness to earlier rate hikes, while upcoming remarks by hawkish Board member Naoki Tamura and the nomination to replace Asahi Noguchi will be watched for potential signaling under the strengthened Takaichi administration….

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Aussie Surges As RBA Keeps Tightening. Forecast as of 09.02.2026

2026.02.09 2026.02.09 Aussie Surges As RBA Keeps Tightening. Forecast as of 09.02.2026 Dmitri Demidenkohttps://www.litefinance.org/blog/authors/dmitri-demidenko/ The Reserve Bank of Australia will unlikely halt its monetary policy tightening cycle. Combined with the improving global economy and high global risk appetite, the outlook for the AUD/USD pair appears bullish. Let’s discuss this topic and make a trading plan. The article covers the…

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The AI Panic: When $1 Trillion in Irrational Selling Creates Buying Opportunities

On February 3, 2026, legal and enterprise software-as-a-service (SaaS) stocks suffered their worst single-day losses in years, with some companies seeing double-digit percentage declines in a matter of hours. The selloff erased $285 billion in market value across the sector! The catalyst? An open-source GitHub repository (essentially, a public folder of code and instructions anyone can view) containing text…

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GBP/USD hovers near 1.3600 as UK government crisis weighs on Pound Sterling

GBP/USD moves sideways after registering modest gains in the previous session, trading around 1.3610 during the European hours on Monday. The pair could come under pressure as the Pound Sterling (GBP) may weaken amid a fresh government crisis in the United Kingdom (UK). Downing Street Chief of Staff Morgan McSweeney has resigned, accepting responsibility for advising Prime Minister Keir…

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What Is Asset Allocation? Definition, Strategies & Portfolio Guide

2026.02.09 2026.02.09 What Is Asset Allocation and Why It Matters for Your Investment Portfolio Artem Parshinhttps://www.litefinance.org/blog/authors/artem-parshin/ When investing in financial markets, your first step is to build an investment portfolio and figure out how to structure your investments, not just pick individual stocks. Asset allocation balances potential returns and risk and determines how stable your capital will be across…

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FX option expiries for 9 February 10am New York cut

There are some chunky expiries that stand out on the day but none of which are likely to be of any impact. The full list can be seen below. There are some large ones for EUR/USD and AUD/USD in particular, holding at the 1.1900 and 0.6900 levels respectively. The former is the most likely to be of any note,…

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