Micron Puts the AI Story Back in FocusMicron’s strong earnings provided a timely reminder that the artificial intelligence boom is still being driven by real demand rather than speculation.
BoJ Hints at Faster TighteningThe Bank of Japan may be moving toward a more active rate-hiking cycle after board member Naoki Tamura suggested that interest rates could rise every few months if inflation pressures continue to build. His comments add to signs that the central bank is becoming more confident in moving away from decades of ultra-loose monetary policy.
Oil Falls as Focus Returns to the FedGlobal markets are gradually shifting their attention away from geopolitical developments and back toward central banks, inflation, and interest rate expectations.
US-Iran Deal Calms Oil MarketsAn interim agreement between the United States and Iran has delivered immediate breathing room to global energy markets, sending Brent crude prices sharply lower.
Warsh's First Priority Isn't RatesKevin Warsh's first major appearance as Federal Reserve Chair revealed something unexpected: the focus is not only on interest rates.
The Bull Market Gets FragileGlobal fund managers are keeping their optimistic outlook alive despite a noticeable pickup in market volatility. According to Bank of America’s June Global Fund Manager Survey, institutional investors are still heavily positioned for growth and leaning into risk assets.
BOJ Raises Rates to 1%The Bank of Japan lifted its key short-term interest rate by 25 basis points to 1.0% during its June meeting, marking the highest policy rate since September 1995. The 7-1 majority decision matched market expectations and represents the central bank's first rate increase since December.
ECB Hikes Rates as Energy Risks RiseThe European Central Bank raised interest rates by 25 basis points at its June 2026 meeting, delivering its first rate increase since 2023. The move reflects growing concern that renewed energy-driven inflation could block progress toward the ECB’s 2% medium-term target.