Takaichi's Landslide Win & Starmer On The Brink as Key Aide Quits | Daybreak Europe 2/9/2026

Watch on YouTube ↗  |  February 09, 2026 at 08:32  |  46:00  |  Bloomberg Markets
Speakers
Winnie Hsu — Bloomberg Reporter (Asia Markets)
Mark Cranfield — Cross Asset Strategist, Bloomberg
Onur Ant — Bloomberg Reporter, Dubai
Karen Kong — Managing Director, Galleon Securities Research Institute
Shery Ahn — Anchor, Bloomberg Television
Richard Tice — Deputy Leader, Reform UK
Lizzy Burden — Crypto Reporter, Bloomberg News
Rosa Prince — Editor, CoinDesk

Summary

Bloomberg Daybreak Europe covers Sanae Takaichi's landslide election victory, which lifted Japanese equities to record highs and revived the Takaichi trade while yen and JGB markets stayed volatile. The show also examines UK political turmoil around Keir Starmer, Chinese regulators' advice to banks on US Treasury exposure, and easing Middle East tensions that pushed oil lower. Guests discuss yen intervention risk, BOJ policy, UK fiscal credibility, and Reform UK's economic agenda.

  • Takaichi's supermajority boosts Japanese stocks and spending sectors.
  • Yen strengthens despite fiscal expansion; intervention risk monitored.
  • Chinese regulators advise banks to limit US Treasury exposure.
  • Oil falls as Iran-US talks reduce Middle East war risk.
  • Starmer faces political crisis after chief of staff resignation.
  • UK fiscal credibility and gilt yields remain in focus.
  • BOJ rate hike timing and JGB funding concerns are discussed.
  • Richard Tice outlines Reform UK's growth and deregulation plans.
Ideas
Winnie Hsu Bloomberg Reporter (Asia Markets) 2:57
Japan stocks rally on Takaichi mandate
Sanae Takaichi's landslide election victory and supermajority revive the Takaichi trade, with Japanese stocks rallying to fresh record highs as her fiscal spending plans support the market. The Nikkei 225 jumped more than 4%, leading Asian equities higher.
N225 EWJ HIGH
Winnie Hsu Bloomberg Reporter (Asia Markets) 3:06
Takaichi spending boosts Japan sectors
Takaichi's spending plans target AI tech, energy, and defense, and related Japanese stocks in those sectors rose around 10% as investors positioned for fiscal support.
Japanese AI and technology sector Japanese energy sector Japanese Defense Sector MED
Shery Ahn Anchor, Bloomberg Television 6:23
Fiscal funding uncertainty clouds JGBs
Takaichi's supermajority allows her to pursue sales tax cuts and large stimulus, but the funding is uncertain and long-term fiscal health concerns have already contributed to a JGB selloff and record-high yields. The market question is how the measures will be funded.
Japanese government bonds MED
Karen Kong Managing Director, Galleon Securities Research Institute 11:39
Yen intervention risk if weakness sharpens
Japanese officials have repeatedly warned about currency moves with a high sense of urgency, and intervention risk rises if the yen weakens sharply. The MOF cares more about speed and disorder than a specific USD/JPY level.
USD/JPY MED
Onur Ant Bloomberg Reporter, Dubai 17:06
Mideast de-escalation pushes oil lower
Iran and the US held indirect talks in Oman that both sides described as a basis to continue discussions, reducing the immediate risk of a military confrontation and pushing oil lower as the Middle East risk premium unwinds.
WTI MED
Mark Cranfield Cross Asset Strategist, Bloomberg 26:33
Yen strength supported by BOJ hike
With Japan's election out of the way, the BOJ can be less circumspect and more upfront about raising rates. April hike odds are high, and the leadership can focus on inflation, which feeds into a stronger yen.
FXY MED
Mark Cranfield Cross Asset Strategist, Bloomberg 29:42
China warning pressures US Treasuries
China's regulators are advising banks to limit US Treasury exposure and prepare for more volatility and possible curve steepening. Investors should not be the last ones out of Treasuries if dollar and bond markets start moving sharply.
TLT MED
Richard Tice Deputy Leader, Reform UK 38:32
UK borrowing unsustainable pressures gilts
The UK is borrowing around 150 billion pounds a year while spending more than it earns, an unsustainable path that raises concerns about rising UK bond yields.
UKGILT MED
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This Bloomberg Markets video, published February 09, 2026, features Winnie Hsu, Shery Ahn, Karen Kong, Onur Ant, Mark Cranfield, Richard Tice discussing N225, EWJ, Japanese AI and technology sector, Japanese energy sector, Japanese Defense Sector, Japanese government bonds, USD/JPY, WTI, FXY, TLT, UKGILT. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Winnie Hsu, Shery Ahn, Karen Kong, Onur Ant, Mark Cranfield, Richard Tice  · Tickers: N225, EWJ, Japanese AI and technology sector, Japanese energy sector, Japanese Defense Sector, Japanese government bonds, USD/JPY, WTI, FXY, TLT, UKGILT