Shares of Mercari jumped more than 4% on Friday, extending their rebound from a selloff sparked by the Japanese online marketplace’s restrictions on listings of Pokémon’s 30th anniversary products announced Tuesday.

The company said the restrictions would remain in place for as long as it determines that a safe and secure trading environment cannot be ensured.

Its shares closed 6.4% lower on Wednesday, the day the restrictions took effect, before recovering to close 1.4% higher on Thursday.

The stock was also outperforming the Nikkei 225 on Friday morning, which was up roughly 1%.

Mercari said it imposed the temporary listing ban over concerns that a surge in transactions following the release of the anniversary products could lead to trading disputes, as well as harassment of users involved in transactions.

Citibank attributed Wednesday’s more than 6% drop to Mercari’s announcement of the Pokémon card listing restrictions. It said Mercari’s recent share-price weakness had pushed the stock to “overly pessimistic levels,” calling the shares “oversold” and the pullback an investment opportunity.

Growth in the value of goods sold on Mercari’s marketplace in the second half of fiscal 2026 exceeded expectations, while a recovery across multiple categories could support double-digit growth, the bank added.

Citi also said that the halt to trading of certain products was negative for Mercari, but said the impact was not significant enough for the bank to revise its forecasts.

The restrictions come amid a global Pokémon card boom. Online marketplace eBay said “Pokémon” was searched more than six million times on its U.K. site in July, underscoring continued demand for trading cards.

Pokémon card prices have surged 1,350% since 2020, according to an index compiled by Collectors, which owns card grading agency Professional Sports Authenticator, CNBC previously reported. In February, influencer Logan Paul sold a rare Pikachu Illustrator card for more than $16 million, after buying it for just over $5 million in 2021. New cards can sell out within minutes, with people coordinating on X and Discord to know where to go.

A post on X this month claimed that a Pokémon card sold for $2.7 million at auction, setting a record.

Mercari signed an agreement with The Pokémon Company in 2023 to promote safer trading of Pokémon products on its marketplace, and introduced a policy in 2025 allowing it to restrict listings when issues such as fraud, transaction disputes or extreme price swings threaten marketplace safety.

The Bank of Japan increased its key interest rate by 25 basis points to 1.25%, marking the highest level since 1995. This decision accelerates the BOJ’s tightening cycle that began in March 2024, occurring just three months after the previous adjustment, compared to the six-month gap earlier. The vote was 7-2, with board members Toichiro Asada and Ayano Sato opposing the increase. Both dissenters are considered reflationist economists appointed by Prime Minister Sanae Takaichi earlier in the year. Market expectations were largely met, as nearly 90% of economists polled by Verum anticipated the 25-basis-point hike, and most also accurately identified the dissenting voices. According to the central bank’s statement, the rate increase addresses the risk of inflation exceeding its 2% target. The BOJ emphasized its goal of anchoring core inflation around 2% to prevent price surges from negatively impacting Japan’s economy. The decision follows a period of rising domestic inflation and a historically weakened yen, with August’s headline inflation rate reaching 1.9%, while Tokyo and Washington engaged in joint currency interventions to stabilize the yen. Immediately after the announcement, the yen traded at 156.64 against the dollar, reflecting a 0.45% decline, while the yield on Japan’s 10-year government bonds dropped 4.9 basis points to 2.947%. Asada argued that since core inflation remained below 2%—standing at 1.7% in August, down from 1.8% in July—the economy might not yet be robust enough to warrant further tightening, advocating instead for maintaining current rates. Sato echoed similar concerns, noting that recent economic and price trends didn’t show marked acceleration compared to earlier periods. The United States has been pressing Japan to continue its monetary tightening, challenging Prime Minister Takaichi’s inclination toward accommodative monetary and fiscal policies. At the recent G20 gathering of finance ministers and central bank governors, U.S. Treasury Secretary Scott Bessent urged BOJ Governor Kazuo Ueda to implement ‘decisive market and monetary actions.’

Saudi Arabia issued alerts to its citizens early Saturday amid reports of explosions in the capital Riyadh.

The Directorate of Saudi Civil Defense issued the early-warning alerts after Reuters reported two booms in Riyadh, but the agency later gave the all-clear. It subsequently reported a large plume of smoke and flames visible near the city’s main airport, King Khalid International Airport.

The cause of the smoke and flames was unclear, and Saudi authorities did not immediately respond to CNBC’s request for comment.

The Iran-backed Houthis in Yemen stepped up their attacks on Saudi Arabia in recent weeks and launched a lightning ground offensive around Bab el-Mandeb Strait — a strategically vital oil choke point — seizing Mokha and nearby islands

U.S. President Donald Trump’s administration last week approved the potential $24.3 billion sale of nearly 50 F-35 warplanes to Saudi Arabia, seen as a major boost for the kingdom.

The package, announced on Thursday, includes the sale of 48 of Lockheed Martin’s advanced F-35 jets, plus 49 Pratt & Whitney engines and other parts.

Meanwhile, Mohsen Rezaei, Secretary of Iran’s Supreme National Security Council, told MS NOW on Saturday that consultations with Qatari and Pakistani mediators continue and that they have communicated their negotiation conditions to the U.S.

“We are in contact with the Qatari mediator; they have conveyed our conditions for halting the war to Washington, and we are awaiting President Trump’s response to these terms,” Rezaei said. “Our conditions are: An end to the war on all fronts, the release of Iran’s frozen assets, and the lifting of the naval blockade.”

The Iranian official also confirmed that Pakistan’s Interior Minister, Mohsin Naqvi, is set to travel to Tehran for meetings with Iranian officials about finding a way to return to the Memorandum of Understanding signed in June.

MS Now reports that the White House has not yet responded to these claims.

Separately, Pakistan’s Deputy Prime Minister and Foreign Minister Ishaq Dar spoke with Iranian Foreign Minister Abbas Araghchi.

“DPM/FM stressed the importance of uninterrupted energy supplies and the safe and expeditious passage of ships, particularly given their implications for developing countries and global supply chains,” Pakistan’s foreign ministry said in a post on X.

The two diplomats agreed to meet on the sidelines of the United Nations General Assembly in New York next week, the ministry said.

Reuters quoted a State Department spokesperson as saying on Sept. 11 that a “core delegation from the Iranian regime” would be allowed to attend the meeting in line with the United States’ obligations as the world body’s host country.

‘Hopefully’ nearing the end of the war

Trump said Wednesday that the country is “hopefully” approaching the end of its nearly seven-month war with Iran.

Brent crude oil, the international benchmark, is up 72% since the start of 2026 as the war choked off energy supplies flowing through the Strait of Hormuz between Iran and Oman.

Saudi Arabia has tried to divert its oil exports away from the strait by pumping it through its East-West pipeline to the Red Sea. But a drone attack that Saudi Arabia said originated in Iraq damaged the East-West pipeline on Sept. 11, forcing a shutdown.

Crude prices fell for the third consecutive session Friday to finish the week basically flat, as the market anticipates the closure of Saudi Arabia’s East-West pipeline will not have as big an impact on supplies as originally feared.

U.S. West Texas Intermediate futures fell 1.6% to close at $100.30 per barrel. Brent crude traded 0.9% lower, settling at $103.87.

— CNBC’s Terri Cullen contributed to this report.