In Jin10’s roundup of the major news for October 19, 2026, one figure changed my view: support for the Takaichi Cabinet has fallen below 50% for the first time. It’s not hovering around the halfway mark—it’s dropped below it for the first time.
The impact of events in Europe is already being priced in. There have been demonstrations in several countries, more than 2,000 people have been arrested in France, and EUR/USD fell sharply at the start of the session. Trump has also called on France to close its borders to stop immigration. Now I’ll wait to see whether the European session can absorb this early drop.
The annual Financial Street Forum opens today. The heads of four financial regulatory agencies will speak. I’ll listen to what they have to say, but won’t speculate on the direction just yet.
#宏观快讯 #汇率
The impact of events in Europe is already being priced in. There have been demonstrations in several countries, more than 2,000 people have been arrested in France, and EUR/USD fell sharply at the start of the session. Trump has also called on France to close its borders to stop immigration. Now I’ll wait to see whether the European session can absorb this early drop.
The annual Financial Street Forum opens today. The heads of four financial regulatory agencies will speak. I’ll listen to what they have to say, but won’t speculate on the direction just yet.
#宏观快讯 #汇率