The likely reaction that we might get tomorrow at the open might be a weaker yen and maybe some steepening of Japan's yield curve. The JGB market reaction might be more mixed in having to balance out the outlook on the BOJ as well as her fiscal pursuit. I wouldn't expect too strong a reaction and this is all likely one that should be faded through the day/week. Circling back to the BOJ, this will almost certainly put off any chance of a rate hike in October. That at least until the political dust clears and Takaichi settles down, especially in terms of managing her strategy in dealing with the US on trade.