Japan’s new leader Sanae Takaichi took pole position as the ruling Liberal Democratic Party’s first female leader, potentially altering the country’s economic trajectory. This move may influence investors’ expectations for the Bank of Japan’s rate hike plans.
In the US, despite a late stumble on Friday, Wall Street ended the week with gains. However, hopes for a Fed rate cut later this month have become more certain due to ongoing government shutdown talks. The shutdown has caused uncertainty, including potential mass layoffs of federal workers if negotiations stall.
Global investors remain cautious about investing in China due to its restrictive capital flows and lack of policy clarity. Meanwhile, semiconductor stocks are on the rise but their rapid growth is raising concerns among experts.
In other news, OpenAI’s new short-form video app Sora has generated a significant response from users, who have created AI-generated clips of popular brands and characters. This could lead to potential copyright lawsuits. Finally, international brands are adapting their strategies to reach Chinese consumers despite the country’s economic slowdown.
Source: https://www.cnbc.com/2025/10/06/cnbc-daily-open-lights-out-and-away-we-go-into-the-new-week.html