As Japan prepares for snap elections on February 8, markets focused on the potential for a commanding LDP majority under Prime Minister Sanae Takaichi. A significant victory could unlock 72 trillion yen in fiscal stimulus, including tax cuts and infrastructure spending. While these measures may pressure the yen initially, a rise in inflation past 2% could prompt the BOJ to accelerate rate hikes, potentially unwinding yen carry trades. In the U.S., attention turned to the upcoming non-farm payrolls report following a weakening labor market seen in ADP and JOLTS data. Analysts expected an addition of 68,000 jobs. Additionally, the U.S. scheduled quarterly refunding auctions for 3-Year, 10-Year, and 30-Year Treasury futures alongside various central bank speakers.
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