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CNBC Top Newsmarkets

Japan stocks extend post-election rally with Nikkei 225 breaching 58,000 for the first time

CNBC Top News
Thursday, February 12, 2026 at 2:02 AM
~4 min read
Monetary PolicyEquities

Original Report

Other markets in Asia also shrugged off strong U.S. payrolls data that has dampened expectations for Federal Reserve rate cuts and sent Wall Street lower overnight.

Glass House Analysis

Central bank policy decisions made in boardrooms cascade through the economy in ways that touch everyone. A quarter-point rate change might seem abstract, but it determines whether young families can afford homes, whether businesses can afford to hire, and whether retirees see meaningful returns on their savings. The tension between fighting inflation and maintaining employment represents a fundamental tradeoff in economic policy—one that invariably creates winners and losers.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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