Morning Edition

As of August 31, 2026 5:30 JST

Japan market: Open / US market: Regular session

TSE Regular Trading, Jackson Hole Keynotes, and Tender Offer Developments

Three Key Market Drivers Today

  1. As of 17:00 on August 28, Bank of Japan rates stood at 159.50–159.51 for USD/JPY, 1.1646–1.1647 for EUR/USD, and 185.76–185.80 for EUR/JPY.

  2. Major US indices closed slightly lower on August 28. Federal Reserve Chair Warsh emphasized price stability at Jackson Hole, stating that confidence is needed that underlying inflation is moving toward the target quickly enough.

  3. Key TSE Prime disclosures included Dentsu Soken recommending acceptance of an Itochu-led tender offer, GungHo entering a capital and business alliance with Sony Music, and Sumitomo Pharma anticipating extraordinary income from retirement trust refund.

The Tokyo Stock Exchange conducts regular trading on August 31. Covering disclosures from 15:30 JST on August 28 to 05:30 JST on August 31, we review Bank of Japan foreign exchange conditions, the three major US indices on August 28, Federal Reserve comments, BLS announcements, and TSE Prime post-close disclosures based on primary sources.

Japan Markets

TSE Regular Trading on August 31

August 31 is not a market holiday on the JPX August 2026 calendar, and the TSE conducts regular trading. Cash trading had not yet commenced at the cutoff time.

FX, Rates & Macro

BOJ 17:00 Spot USD/JPY at 159.50–159.51

According to the Bank of Japan, USD/JPY stood at 159.50–159.51 at 17:00 on August 28. A weaker yen generally supports export earnings in yen terms while raising import costs.

Fed Chair Emphasizes Price Stability and Data Dependency

Federal Reserve Chair Warsh indicated at Jackson Hole that forward guidance should remain limited under normal conditions, noting that underlying inflation must move clearly toward the 2% target.

BLS Releases Preliminary Benchmark Revision and QCEW

The US Bureau of Labor Statistics released preliminary benchmark revisions showing a modest downward adjustment to nonfarm payrolls, while Q1 average weekly wages rose 3.9% year-on-year.

US Markets

Final closing values for August 28 are used over the weekend.

Dow Jones Industrial Average

DJIA · Close

53,559.99

−9.45−0.02% (down)

S&P 500

SPX · Close

7,711.76

−19.23−0.2% (down)

Nasdaq Composite

COMP · Close

26,402.42

−138.93−0.5% (down)

US Indices Edge Modestly Lower

On August 28, the Dow fell 9.45 dollars to 53,559.99, the S&P 500 lost 19.23 points to 7,711.76, and the Nasdaq Composite fell 138.93 points to 26,402.42.

August 28 Regular Session, Using Confirmed Data Over Weekend

According to NYSE and Nasdaq calendars, August 28 was a regular session from 09:30 to 16:00 EDT. As August 31 05:30 JST falls over the weekend, confirmed data from August 28 is used.

Prime Companies

DENTSU SOKEN INC. (4812)

Recommends Acceptance of Tender Offer by ITOCHU Group

Dentsu Soken endorsed the tender offer by VIC LLC (80% ITOCHU, 20% IFP) and recommended shareholders accept. The offer price is 2,880 yen per share, expected to commence in early November 2026. The stock is expected to be delisted.

GungHo Online Entertainment, Inc. (3765)

Capital and Business Alliance with Sony Music

Sony Music agreed to acquire approx. 12 million shares (approx. 22.9% voting rights) of GungHo at 2,385 yen per share (total approx. 28.6 billion yen) from existing shareholders, becoming the largest shareholder.

Sumitomo Pharma Co., Ltd. (4506)

Expects Extraordinary Gain from Retirement Benefit Trust Return

Sumitomo Pharma plans to receive the return of all retirement benefit trusts on September 28, 2026, estimating approx. 26.1 billion yen and an extraordinary gain of approx. 17.3 billion yen on a non-consolidated basis.

Disclaimer

Market Flow presents curated public information for reference and does not provide investment advice or recommendations regarding financial instruments. It does not recommend the purchase or sale of specific financial products, nor does it provide independent future forecasts.