Snapshot: The Nikkei 225 is up 0.92% at 66934, driven by continued strength in technology shares as Japanese firms benefit from the global AI boom. Flat capital spending data was shrugged off. Today’s catalyst: Goldman Sachs bullish call.
- Watch 67231, the intraday high, as a potential breakout level.
- Geopolitical tensions in the Middle East and their impact on risk sentiment remain a downside risk for the New York session.
Bias into NY: Bullish. JGB yields are stable, and the Goldman Sachs endorsement should further fuel the AI-driven rally; look for a push above 67231.