Japan Market Daily | Kabutaro & Friends

On June 15, 2026, the Nikkei 225 extended its rally for a third consecutive session, surging by 3,297.46 yen to close at a fresh historic high of 69,317.50 yen, marking the second-largest single-day point gain in history. Following an early morning announcement by U.S. President Trump regarding a ceasefire agreement to end hostilities with Iran, expectations of a significant reduction in Middle East geopolitical risks sparked a broad-based market rally. Easing inflation anxieties prompted a massive influx of investment capital back into leading AI and semiconductor-related shares. In the FX market, the ceasefire news accelerated yen selling and dollar buying, keeping the USD/JPY TTM rate elevated at 160.18 yen. While long-term interest rates eased, buying interest expanded into previously lagging domestic demand-oriented sectors, lifting the Tokyo Stock Price Index (TOPIX) to its own record closing high.