Sophia and Jason break down a rallying Nikkei as U.S. auto tariffs on Japan drop to 15%, what that means for Toyota, Honda, and Nissan, and the fallout from Suntory’s CEO resignation. They also hit positive real wages, Typhoon Peipah’s business risks, Tokyo’s World Athletics boost, what to listen for at the Sept 18–19 BOJ meeting, and why next Wednesday’s CGPI could move the yen—and your portfolio. Upbeat, clear, and all signal.

Sophia and Jason unpack the Nikkei’s 1%+ pop, easing JGB yields, and what Governor Ueda’s “rate hikes remain intact” stance means for the yen, borrowers, and visitors. They break down Japan’s generative-AI tailwind (think SoftBank, Advantest) and a rotation toward mid-caps, then rapid-fire through Uniqlo’s sales jump, LDP maneuvering, and the “Mount Fuji Lawson” overtourism saga. Stick around for the key setup: tomorrow’s wage data—the swing factor for the BoJ’s next move.