Strait Agreement 2.0 – Another 60-Day Deal

By: keiko

The prospect of a temporary deal focused on the Strait of Hormuz has gained more support after Qatar indicated it had drafted a proposal, and both U.S. and Iranian officials expressed optimism about reopening this vital waterway. According to the Qatari government, U.S. President Donald Trump spoke by phone on Tuesday with Qatar’s Emir Sheikh […]

The U.S. is helping Japan intervene in exchange rates, actually to maintain U.S. Treasury yields.

By: keiko

Wall Street institutional analysts believe that helping Japan pull the yen back from its lowest level in nearly four decades involves significant U.S. interests. Similar to last year’s situation with Argentina, part of the reason may be Trump’s support for another conservative leader—Japan’s Prime Minister Sanae Takaichi, whose recent poll ratings have declined. The U.S. […]

Corporate financial reports show that AI capital expenditures remain strong.

By: keiko

Companies such as Amazon, Microsoft, and Alphabet are actively advancing their spending plans in the field of artificial intelligence, once again demonstrating strong demand for chips and related equipment—offering a glimmer of hope for an industry that has recently suffered significant setbacks. Amazon raised its full-year capital expenditure forecast on Thursday from the previous $200 […]

Fed holds rates steady, revealing Wash’s dovish undercurrent

By: keiko

Kevin Warsh’s minimalist communication style has led investors to question his commitment to curbing inflation, putting greater pressure on the new Federal Reserve chair to deliver on his promise through interest rate hikes. Just hours after the press conference following the Federal Reserve’s latest policy meeting on Wednesday, JPMorgan analysts moved their rate hike expectations […]

Market expectations for a Fed rate hike at the July meeting remain above 30%.

By: keiko

The Federal Reserve is expected to keep interest rates unchanged when it concludes its two-day meeting on Wednesday, but market participants are watching for the possibility of an unexpected rate hike as patience with high inflation gradually wears thin. This year, Federal Reserve officials have kept interest rates unchanged, waiting for the temporary price pressures […]

U.S.-Iran tensions ease, Fed expected to keep interest rates unchanged this week

By: keiko

Oil prices fell and bond prices rose as concerns over Middle East energy supply disruptions eased, following the avoidance of further attacks by the United States and Iran. Brent crude prices fell as much as 7.4%, dropping below $90 a barrel, after the United States suspended airstrikes on Iran for nearly two weeks, before narrowing […]