Japan Market Daily | Kabutaro & Friends

On May 30, 2026, while major financial markets were closed for Saturday, global sentiment remained supported by the previous day's gains on Wall Street, where the S&P 500 and Nasdaq extended their record runs, driven by a 33 percent surge in Dell Technologies on robust AI demand. In the FX market, safe-haven dollar buying receded following reports that the U.S. and Iran reached a tentative agreement on a 60-day ceasefire extension, keeping the USD/JPY cross in the early 159 range. Energy markets also eased, with WTI crude declining to the 87-dollar level and Brent crude falling to around 92 dollars per barrel. However, the heads of the IMF, World Bank, and other international institutions issued a joint statement warning that global economic risks will heighten if shipments through the Strait of Hormuz fail to normalize ahead of the summer peak demand. Domestically, companies are adapting to supply vulnerabilities; for instance, Calbee launched eco-friendly, monochrome-packaged potato chips to conserve petroleum-based ink materials.