A strategic shift is underway among Japanese investors as higher domestic yields and a gradually normalizing monetary policy weaken the appeal of U.S. assets. Nomura Holdings, Inc. $8604.T estimates that the Japanese yen (JPY) could strengthen by roughly 6% against the U.S. dollar (USD) over the coming months, pushing the $USDJPY pair from 145 to 136 by the end of Q3.

After over half a decade under a strict asset limitation, Wells Fargo & Co. $WFC has secured a regulatory green light that redefines its trajectory. The Federal Reserve’s decision to remove the seven-year cap on assets, imposed following a series of scandals, allows the lender with $1.95 trillion in assets to pursue growth initiatives previously out of reach. This milestone ushers WFC back into direct competition with leading financial institutions such as JPMorgan Chase & Co. $JPM and Bank of America Corp. $BAC, especially in the lucrative Wall Street domain.

Toyota Motor Corporation $TM, the world’s leading car manufacturer, is set to acquire major auto parts supplier Toyota Industries Corporation $TYIDF in a deal valued at $42 billion. According to sources reported by Nikkei, the offer is expected to be formally accepted as soon as Tuesday, with other group affiliates participating in the buyout. The acquisition will transition Toyota Industries from public trading to private ownership, reinforcing Toyota’s grip on its supply ecosystem.