Nikkei 225 jumps 1.7% as softer US inflation boosts Japan stocks

Asian stocks rose on Friday and were on track for their strongest weekly performance in two months after benign U.S. inflation data prompted traders to lower expectations for a Federal Reserve rate hike next month. Japan's Nikkei remained a standout, building on earlier gains as weaker rate-hike expectations, a soft yen and continued optimism around technology and AI-related shares supported sentiment. Markets priced in about a 35% chance of a Fed hike in September, down from 55% a week earlier, helping lift equities and Treasuries. Still, investor risk appetite remained cautious as faltering efforts to end the war in the Middle East and the possibility of renewed oil-price spikes threatened to revive inflation concerns. Brent crude steadied at $87.03 a barrel and was set for a 4% weekly gain after the United States threatened to increase economic pressure on Iran, including extending a naval blockade. The yen traded near 159.40 per dollar, close to the 160 level that traders see as a potential trigger for further intervention from Tokyo, while investors also weighed the chance that the Bank of Japan could raise rates next month.

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