Gaitame.com Co., Ltd. (Headquarters: Minato-ku, Tokyo; President: Atsushi Takeuchi) has released a video featuring economist and global strategist Emin Yurumaz, explaining the outlook for the USD/JPY exchange rate, Japanese stocks, inflation, and the AI bubble for the latter half of 2026.

Video URL: https://youtu.be/D6vUVfgmQxQ

Video Overview

The market in the first half of 2026 was largely driven by two themes: the surge in AI-related stocks and the risk of reignited inflation due to deteriorating conditions in the Middle East. After currency intervention, the USD/JPY exchange rate rose again to the 160 range, raising awareness of the continued yen depreciation trend. Additionally, funds have been concentrating on AI and semiconductor-related stocks in Japanese and Korean markets, with some pointing out signs of overheating.

In this video, Mr. Emin Yurumaz discusses the market for the second half of 2026, covering the outlook for the USD/JPY exchange rate, the background of global long-term interest rate hikes, and the risks of an AI bubble collapse.

● Major Topics

1. 2026 USD/JPY outlook and yen depreciation scenario 2. Global long-term interest rate hikes and inflation resurgence risk 3. Bank of Japan's monetary policy and the path of the yen 4. Outlook for Japanese, US, and Korean stocks 5. Risks in the AI bubble and semiconductor market 6. Private credit issues 7. Impact of Middle Eastern conditions on the market

Featured Guest

Emin Yurumaz Economist, Global Strategist Born in Istanbul, Turkey. Won the International Biology Olympiad in 1996. Studied in Japan in 1997, passed the entrance exam for the University of Tokyo's Faculty of Science, and graduated from the Faculty of Engineering. Obtained a Master's degree in Bioengineering from the University of Tokyo's graduate school. Joined Nomura Securities in 2006, engaged in M&A advisory work. Subsequently involved in institutional investor sales and foreign equity sales. Established Ladybird Capital in 2024 and serves as its representative. Currently active in various media appearances, nationwide lectures, writing, and information dissemination on social media.

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FACT BOX

  • Source: PR TIMES
  • Category: Event