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(Original title: The reason for the surge in Japanese stocks has been found? The US recession theory has cooled down and the Bank of Japan's subsequent interest rate hikes may be hindered)

After Monday's horrific sell-off,Japanese stocksAfter a sharp rise after opening on Tuesday, Nikkei 225 index futures triggered another circuit breaker today.

As of press time, the Nikkei 225 index had risen to 34,887 points, an increase of 10.9%; the Topix index also rose sharply, by 10.76%.

Analysts have given different explanations for this roller coaster-like market.

Some people believe that this is becauseInvestors fromUSAThe panic over the impending economic recession has gradually subsided., thereby adjusting its investment strategy for Japanese stocks and other Asian markets.

on Monday,USAThe Institute for Supply Management released the July ISM Services IndexPMI IndexThe employment index jumped 5 points to 51.1, which indicated that last week's non-farm report may have exaggerated the weakness of the US labor market.

Callie Cox, an analyst at Ritholtz Wealth Management, analyzed the U.S. economy and said that the economy has not yet fallen into crisis, but it is indeed in a danger zone.FedWe need to be wary of risks in the job market. There are no real problems yet, but the situation is getting worse and the Fed may lag behind reality again.

On the other hand, the rebound in Japanese stocks on Tuesday may be related toThe trend of exiting carry trades has also subsided.。

Chris Weston, head of research at brokerage firm Pepperstone, predicted before the opening of Japanese stocks that the shocking historical trend of Asian markets on Monday was mainly due to the massive liquidation of margin positions, so it is expected that there will be a strong rebound in the market after the opening of Tuesday.

However, he also warned that after such a fierce leverage adjustment, Japan's major banks have suffered heavy losses and only the bravest people may dare to enter the market now.

In addition, the Japanese market was also affected by the adjustment of the country's economic outlook. Japanese household spending data released on Tuesday morning showed that Japanese household spending fell 1.4% year-on-year in June, exceeding expectations for a 0.9% decline.

This data may once again proveThe weak trend of Japanese consumption has a great impact on JapanCentral BankofRate hikesAction to put pressure. And JapanCentral BankThe hawkish remarks of the Japanese government were the biggest reason for the sharp drop in Japanese stocks that began last Thursday.Rate hikesJapanese market investors may feel slightly relieved by the new events of resistance.

Various factors have contributed to the strong start of the Japanese stock market today, but analysts also stressedstock marketBusiness analyst Jill Schlesinger pointed out that most stock market indexes hit new highs in mid-July, and since then, people have been worried that consumption may burst the stock market bubble.

JPMorgan Chase & Co.'s trading department said that as the global stock market sell-off intensified on Monday, the rotation into technology stocks may have been largely completed and the market is approaching a tactical opportunity to buy on dips.