News Cutting Room
Deep Cut 006｜季節は債務を返済しない——CoreWeave「秋の押し」と日経9万円予想の解剖｜Seasons Do Not Service Debt｜季节不会偿还债务
［初出日未確認・表示日は移行日］ English Three-Line Summary A seasonal tax-loss effect may amplify a credit selloff; it cannot, by itself,
Tokyo Dispatch
News Cutting Room
Deep Cut 006｜季節は債務を返済しない——CoreWeave「秋の押し」と日経9万円予想の解剖｜Seasons Do Not Service Debt｜季节不会偿还债务
［初出日未確認・表示日は移行日］ 季节不会偿还债务 2026年10月16日，《公司四季报Online》刊登了大和证券策略师木野内荣治的付费文章，标题主张CoreWeave的信用不安具有“季节性”。公开副标题把高收益债券的“秋季回调”归因于损失兑
News Cutting Room
Deep Cut 006｜季節は債務を返済しない——CoreWeave「秋の押し」と日経9万円予想の解剖｜Seasons Do Not Service Debt｜季节不会偿还债务
［初出日未確認・表示日は移行日］ Seasons Do Not Service Debt On 16 October 2026, Shikiho Online published a premium column by Daiwa Securities strategist Eiji Kinouchi arguing that CoreWeave's credi
News Cutting Room
Trump Crash-Lands in Tokyo—and Japan’s AI Trade Hits the Pavement
［初出日未確認・表示日は移行日］ 日本語Re-Cut｜09:33の東京は「指数高／半導体安」を確認 公表： 2026年11月5日12:17 JST 観測時間： 09:31–09:33 JST 確認区分： TradingView画面の場中スナップ
Tokyo Dispatch
Tokyo Close: SoftBank Won the Session—Then the AI Dream Hit the Exit Gate
Editorial illustration: the market’s daytime hero meets the after-hours earnings gate. This is satire—not a report that Masayoshi Son or SoftBank Group is literally
Tokyo Dispatch
Tokyo Open: 60,000 Holds, but the Chips Lose Their Grip
Tokyo opened with a dramatic green gap, but the semiconductor complex began to drift below VWAP while the broader market held. Tokyo Opening Dispatch · 10 November 2