The Nikkei 225 jumped about 2.5% on Monday after weak U.S. jobs data pushed October Fed hike bets below 25%, while the 10-year Treasury yield stayed near 5.25%. According to BeInCrypto, September net hiring of 29,000 missed forecasts and August’s 133,000, while money markets now price in less than a 25% chance of an October hike.

Tokyo Electron rose 5.2%, SoftBank Group gained 3.1%, and TSMC climbed about 3% on reports of talks with Terafab, Elon Musk’s planned Texas chip venture.