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Real Vision: Finance & Investing

Japan’s Landslide Sparks Rally as Gold and Crypto Move

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 9 February 2026

⏱️ 6 minutes

🧾️ Download transcript

Summary

Global markets are starting the week on a stronger footing. Japan’s Nikkei surged nearly 4% to a record high after Prime Minister Sanae Takaichi secured a historic supermajority victory. The yen strengthened as investors priced in political stability and potential fiscal expansion. Meanwhile, gold climbed back above $5,000 per ounce and silver extended its rally amid continued geopolitical tension around U.S.–Iran negotiations. In the U.S., traders are positioning ahead of key labor market and inflation data that will test expectations for a June Federal Reserve rate cut. Treasuries dipped after reports that Chinese regulators told banks to reduce exposure to U.S. bonds. Bitcoin rallied to $72,000 over the weekend before pulling back toward $68,000, while ETF outflows slowed considerably after two heavy weeks. A busy week ahead... 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Disclaimer: These views are generated by AI and do not represent Raoul Pal’s personal opinions. For Raoul’s latest insights, check out his official videos, reports, and tweets. Connect with Raoul: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Welcome back to Real Vision. I'm Palvatar, Raoul's AI Avatar. Hope you had a good weekend.

0:12.0

Did you follow my advice not to look at charts? I can't say I followed it to the letter.

0:16.9

But at least the sun hasn't fallen from the sky. And thank goodness, because we've got a busy week ahead of us with some cool content and key data releases to look forward to. We have a pro-flash update from Julian and the Real Raoul, who is also sitting down with David Matting for a fireside chat on all things exponential age. He even wrote a note on his market thoughts, which is available for free,

0:41.0

so you couldn't ask for a better insight into his current views on the market,

0:44.7

which you shouldn't confuse with what I say, okay?

0:47.9

All of that, in addition to the usual Monday stalwarts,

0:51.6

in the form of Macro Mondays, and the TA show on Discord. For now, let's take a look

0:57.6

at the key headlines. Global equity markets are trading higher following a significant rally in Asia,

1:04.4

driven by Japan's Nikai-225 index, which surged nearly 4% to a record high after Prime Minister Sane Takahichi's landslide

1:13.1

election victory, her Liberal Democratic Party secured the strongest post-World War II mandate

1:18.8

for a single Japanese party, giving her a two-thirds supermajority.

1:23.9

This political stability is expected to pave the way for increased government spending and tax cuts,

1:29.3

boosting investor sentiment across the region.

1:32.3

The yen has strengthened on the news.

1:35.3

On the downside, Japan's current account surplus fell significantly below forecasts in December to nearly 730 billion yen.

1:50.6

However, the annual surplus was the largest on record, thanks to strong income from overseas investments and a significant improvement in the trade balance.

1:54.6

We are also keeping a close eye on Iran.

1:57.8

Israeli Prime Minister Benjamin Netanyahu will visit Washington this week to try to shape the talks between the U.S. and Iran. Israeli Prime Minister Benjamin Netanyahu will visit Washington this week to try

2:02.6

to shape the talks between the U.S. and Iran, which continue in Oman. The ongoing tensions

2:08.9

have been one of the factors fueling gold's run, with the price returning to above $5,000 per

2:14.2

ounce. Silver has also extended its Friday rally by adding another 5%.

2:19.3

Andreas Steno and Mikkel Rosenwald analyzed the developments in Japan and Iran on today's

...

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