1. Sanae Takaichi may become Japan’s first female prime minister. 2. Her government faces inflation and challenges from Gen Z voters. 3. Takaichi plans to revive Abenomics despite Japan's debt crisis. 4. Her policies could impact global markets and SPY indirectly. 5. Takaichi must navigate relations with Trump and domestic opposition.
Takaichi's revival of Abenomics may weaken the yen, affecting investor confidence globally, similar to 2012's markets reacting to Abe's policies.
Takaichi's potential policies directly influence Japan's economic environment, which affects global markets and SPY through exchange rate fluctuations and trade policies.
The immediate market reaction to Takaichi's policies may manifest quickly, particularly in currency and bond markets, leading to volatility in SPY within months.