[REVISION HISTORY]

Japanese stock rally persists amid yen and global volatility

Updated 37 times since CLSTR started tracking revisions of this situation.

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2026-09-18 02:50 UTC → 2026-09-24 04:46 UTC · added ~~removed~~

The Nikkei 225 has maintained a volatile trajectory, driven largely by the semiconductor and artificial intelligence sectors. Following a record 72,366 points in late June 2026, the index experienced fluctuations through early August. On 10 August, the Nikkei rose to 67,524.06 yen, while the TOPIX reached a new all-time high. However, this momentum reversed on 18 August, as the Nikkei plunged over 1,700 points due to Middle East geopolitical tensions and inflation concerns. Throughout late August, the index fluctuated amid concerns over U.S. interest rates and Federal Reserve policy. On 1 September, the Nikkei 225 dropped by 261 yen, pressured by rising crude oil prices and increasing long-term interest rates. On 2 September, the index experienced a significant decline driven by rising geopolitical risks and increasing interest rates, as reports of military actions targeting the Iranian Revolutionary Guard sparked concerns. Simultaneously, Japan's long-term interest rates reached 3.015 percent, levels not seen since September 1996. On 6 September, the Nikkei 225 snapped a four-day decline, rallying 806.44 points to close at 65,020.94, supported by gains in technology, retail, financial, and industrial stocks. Following this, global market downward pressure intensified on 13 September. On 17 September, the Nikkei 225 rose by 213 yen, supported by relief after the US Federal Open Market Committee implemented a 0.25% interest rate hike as expected. While AI and semiconductor stocks faced selling pressure, export-oriented automotive stocks gained due to a weakening yen. ~~The gaming and entertainment sector also performed strongly, with companies like Sony Group, Nintendo, and Bandai Namco HD seeing increases, alongside GENDA and Nippon Falcom.~~ On 18 September, the Nikkei 225 rose by approximately 500 yen at the market opening. On 23 September, the Nikkei 225 reclaimed the 65,000 level, driven by semiconductor and technology stocks. This occurred amid mixed performance across Asian markets as investors reacted to rising bond yields and geopolitical tensions. The Japanese 10-year government bond yield reached a 30-year high following a sell-off in U.S.

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