Podcasts about Boj

After a busy week of central bank meetings, Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Nico Jan Thiesen, Global Client Sales to discuss the implications for the FX markets. The Fed meeting impact on the dollar, the BoJ impact on the yen and the BoE impact on the pound are discussed as are the implications for EUR cross currency risks given the potential for moves in the US dollar.

Send us Fan MailAfter a packed week of central bank decisions, markets now turn to key economic data. From Eurozone and UK PMIs to US core PCE, inflation and growth signals will guide movements across FX, stocks, gold, and crypto. Watch the yen amid BoJ expectations, tech stocks with Micron earnings. With oil and geopolitics in play, volatility is back—stay alert for trading opportunities this week.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Send us Fan MailDollar extends rally after hawkish Fed decision. Yen stays weak despite intervention and hawkish BoJ rhetoric. BoE remains on hold, remains in no rush to hike. Stocks rebound, futures slide, gold falls on Fed hike bets.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Discussion – Financial Economic Update We get into a number of economic and financial developments that are interrelated. Firstly, the Iran peace deal and its impact on Israel. Also, the BOJ raising rates and how it impacts global debt burdens. SpaceX IPO makes it the 5th largest company in the world, but it loses tons of […] The post Financial Economic Update appeared first on newbreed.co.

Send us Fan MailUS-Iran agreement preparations progress, but Israeli officials remain deeply dissatisfied. Lower oil prices reflect confidence in the deal, but risk assets fail to rally. Focus on Fed Chair Warsh's first meeting; could he upset expectations? Dollar/yen trades above 160; BoJ officials on edge about another intervention.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

A.M. Edition for June 16. President Trump's Iran deal may be providing relief for markets, but central bankers are not convinced the inflation spike is over yet, with the BOJ and RBA warning of higher prices for longer. Plus, WSJ tech reporter Georgia Wells details how AI is supercharging deepfake nudes, with more than half of teens having created a nude image, unleashing a new form of bullying amongst kids. And, Iran's World Cup team was ordered to leave the U.S. after their opening match against New Zealand. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's John J. Hardy Substack post for this podcast Today we look at a fresh stunning advance in US equities as we reapproach the all time highs for the main US indices, with a wild advance in SpaceX shares perhaps one key bit of the sentiment "tail" wagging the overall market dog as we also discuss why SpaceX shares may have risen so aggressively, even after hours yesterday. Elsewhere, a breakdown of the RBA and BoJ meetings and their impact, what we're watching for from the Fed, observations on the quality and sustainability of the US-Iran "deal" and more. Today' pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Andrew and Ben discuss the BOJ hiking rates 25bps to 1% without Governor Ueda and signaling more hikes ahead despite a 250% debt/GDP ratio, the European Parliament ratifying the US-EU trade deal 440-151 with 15% tariffs on most EU goods and preferential access for US farm produce, the Huntsman-Olin merger creating OlinHuntsman with $400 million in synergies, and growing skepticism around the Iran deal as bonds refuse to buy in and disagreements remain over Hormuz tolls, the nuclear timeline, and Israel's posture on Lebanon.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

U.S. President Donald Trump arrives at the G7 summit in Evian, France, touting a win via the signing of a peace framework with Iran. The deal extends the ceasefire by 60 days and re-opens the Strait of Hormuz. Ukrainian President Volodomyr Zelenskyy is also at the summit and is due to meet leaders with EU membership discussions on the agenda. The BoJ lifts its benchmark interest rate to 1 per cent – its highest level in 30 years – seeking to normalise monetary policy and bring down inflation. Wall Street is in the green following news of the Middle East peace agreement. The Nasdaq surged 3 per cent on Monday while SpaceX shares clock a further 20 per cent in growth.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The BoJ hiked rates to 1.00%, as expected, while the RBA left rates unchanged at 4.35% following three consecutive 25bp rate hikes. Qatar is to restore half of its LNG output a month after the Strait of Hormuz opens, with output to reach 80% of full output within two months.US equity futures are mixed, while SPCX (+10.2% pre-market) looks set to surpass AMZN's market cap.DXY softer amid pressure in energy prices; JPY and AUD flat following rate announcements.Fixed income benchmarks are broadly higher, while JGBs fell as the BoJ paused purchase tapering from FY27.Looking ahead, highlights include US ADP Weekly, Import/Export Prices (May), Housing Starts (May), Atlanta Fed GDP (Q2), Speakers including ECB's Lane, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump said the Hormuz deal is fully signed and that the Strait of Hormuz has already partially reopened, with a complete reopening expected on Friday.The US claim that Lebanon is not included in the memorandum of understanding is false, reports Fars, citing sources.Israeli artillery shelling was reported in southern Lebanon, while it was also reported that Hezbollah fired rockets at Israeli soldiers in the region.APAC stocks were mixed, cooling from the relief rally seen on Monday; European equity futures are indicative of a slightly lower open.DXY is a touch firmer and trades around 99.70; JPY incrementally gains post-BoJ, which delivered a 25bps hike, as expected. The Aussie was little moved by the RBA's hawkish hold.Looking ahead, highlights include Italian Inflation Final (May), EU/German ZEW (Jun), US ADP Weekly, Import/Export Prices (May), Housing Starts (May), Atlanta Fed GDP (Q2), Speakers including RBA's Bullock, BoJ's Uchida & ECB's Lane, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

John je manažér reklamnej agentúry. Vystavený každodennému stresu sa rozhodne na pár dní vypnúť. Keď ho únavná cesta nehostinným krajom zavedie ku kaviarni, poteší sa. Zablúdil a chce si tu iba na chvíľu oddýchnuť a pokračovať v ceste. Na jedálnom lístku v ponuke dňa objaví tri otázky: Prečo si tu? Bojíš sa smrti? Vedieš naplnený život? Na otázky si má odpovedať sám, kým bude čakať na jedlo. Otázky o zmysle života Johna najprv znechutia, no potom sa na ne pokúsi nájsť odpoveď... Hlavným posolstvom tejto audioknihy je návod, ako vykročiť na cestu k plnohodnotnému životu. Človek by nemal snívať o dôchodku, keď si bude môcť všetko dopriať. Život sa nemá odkladať, ale žiť. Napriek presvedčeniu, že o zmysle nášho bytia už vieme všetko, nikdy sme o ňom hlbšie nepremýšľali. Živý a svojsky zábavný príbeh sa stal medzinárodným bestsellerom a bol preložený do 41 jazykov. Kaviareň na konci sveta prináša príbeh, na ktorý tak rýchlo nezabudnete. Je to jedna z audiokníh, ktoré neodložíte, kým ich nedopočúvate. Upozorní nás na najdôležitejšie veci života a dosiahne až na dno duše. Audiokniha: Kaviareň na konci sveta Autor: John Strelecky Interpret: Milo Kráľ Dĺžka: 2:33 hod Vydavateľstvo: Publixing a Tatran Audiokniha Kaviareň na konci sveta na webe Publixing (MP3 na stiahnutie) Audiokniha Kaviareň na konci sveta na webe Audiolibrix (MP3 na stiahnutie)

Send us Fan MailUS and Iran sign MoU but risk of last-minute drama remains elevated as Israel remains unhappy. Oil prices pause drop, while the dollar recovers most of Monday's losses. BoJ hikes as widely expected, but dollar/yen still trades above 160; RBA pauses, aussie suffers. Attention shifts to Wednesday's crucial Fed meeting.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Une société qui n'a légalement pas le droit d'entrer dans le S&P 500 avant 12 mois pèse déjà sur le S&P 500. Une fusée qui perd de l'argent vaut plus qu'Amazon. Et un "accord de paix" qui n'existe pas encore sur papier fait exploser tous les indices à la hausse. Aujourd'hui je vous montre un marché qui a décidé, collectivement, d'arrêter de poser des questions. Et croyez-moi, vingt ans de trading m'ont appris que ça finit toujours pareil. Au programme : la fausse paix avec l'Iran qui fait danser Wall Street, le marché obligataire qui n'y croit pas une seconde, la BOJ que tout le monde a oubliée et qui pourrait tout gâcher aujourd'hui, et la mécanique SpaceX que personne n'ose nommer. Accrochez-vous, ça va être dense.

16/6 Prudenza dopo il risk-on della vigilia. Dow Jones riparte dai record. Petrolio invariato, tutte le previsioni degli analisti su prezzi e ripristino flussi da Hormuz. Sale il dollaro. Treasury stabili alla vigilia del debutto di Warsh. Cosa cambia per la Fed? Rally di semiconduttori e chip, vicini ai massimi storici. SpaceX inarrestabile: +20% vale 2500mld. Esercitata greenshoe. A un passo da Microsoft e Amazon. Oggi parte trading opzioni. Anthropic, Lutnik: rischi utilizzi malevoli da intelligence Cina, Russia e altri. Continuano negoziati a Evian dove vedrà Amodei. *** Questo episodio è offerto da Scalable Capital  Investire comporta rischi Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Prudenza in Asia. Nikkei intorno alla parità. Kospi +2% con titoli difesa. BOJ alza tassi di 25pb all'1% ai massimi da 30 anni. Fine del tapering da aprile 2027. RBA tassi fermi. Prudenza anche in Europa, via libera processo adesione Ucraina. Evian, SAFE: Francia 15 mld. Bce, verso altro rialzo? Amplia indagini su legami banche-private credit. Oggi Cda Banco BPM, Unicredit chiude fase 1: adesione Ops 11,91%. Indaga la procura di Francoforte. Btp Italia sì, accoglienza tiepida.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Gli interrogativi del mercato sull'accordo Usa-Iran; Vendite al dettaglio cinesi deludono le attese; BOJ alza i tassi al livello più alto degli ultimi 30 anni; Continua l'euforia su SpaceX a Wall Street; Unicredit chiude il periodo di adesione all'ops su Commerzbank Puntata a cura di Adolfo Valente - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

Coup de théâtre dans la nuit : un accord de paix entre Washington et Téhéran fait plonger le pétrole de 5% et propulse Wall Street vers de nouveaux records. Le Brent retombe sous 83 dollars, l'automobile et l'aérien rebondissent fort, TotalEnergies paie la facture. Pendant ce temps, SpaceX continue son envolée historique en bourse (+38% depuis son IPO) et Salesforce surprend avec un rachat à 3,6 milliards. Cap sur une semaine clé avec la BoJ ce matin et le premier FOMC de Kevin Warsh demain.

Today, a look at risk sentiment in full swing after a successful SpaceX IPO on Friday and a stronger sense that the Iran war ceasefire may last long enough for shipping lanes to fully open in the Hormuz Strait, at least for a time. But while speculative energy remains high in equities, the broader macro picture is subdued, with little FX and rates volatility even as the new Kevin Warsh Fed marks the biggest shift at the Fed in a generation. This and much more, including the BoJ up tonight, on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy Links John's The FX Trader piece from today, discussing the technical situation in EURUSD and previewing the seven G-10 central bank meetings this week. A 20-minute CNBC interview with SpaceX President and COO Gwynne Shotwell, where she talks a good game and even delivers the outlook for orbiting data centers with a straight face.  FT discusses the many forced buyers of SpaceX as the company has been fast tracked to join many major stock indices, the members of which enjoy passive inflows. The Wall Street Journal with the basic, but important discussion of how Kevin Warsh is set to alter the Fed's communication strategy (an important first step, but as emphasized on the podcast - there are much bigger questions afoot down the line.) About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.    

15/6 Trump: l'accordo con l'Iran è concluso. Teheran conferma, venerdì la firma a Ginevra. Mercati: risk-on e relief rally. Piomba il petrolio: Brent -5%, WTI a 80$. Cosa succede adesso? Settimana di banche centrali, la prima di Warsh alla Fed. Attesi tassi fermi e rimozione “easing bias”. Mercato: le chance di un rialzo scendono a dicembre da 80 a 60%. Dollaro minimi da dieci giorni, giù anche rendimenti Treasury. Corrono oro, argento e Bitcoin che sfiora 66mila dollari. SpaceX +4% pre-market. Adesso si apre il vero test: tutto quello che dovete sapere. Anthropic disattiva Mythos e Fable 5, in settimana incontro alla Casa Bianca. Le preoccupazioni del Ceo di Amazon Andy Jassy. G7 a Evian, prove di accordi. Trump La Francia deve eliminare tech max o dazi al 100% su vino. E4 verso rimozione sanzioni Iran.  *** Questo episodio è offerto da Scalable Capital  Investire comporta rischi. Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Euforia in Asia: Nikkei e Kopsi salgono oltre il 5%. Softbank +12%. La settimana della BOJ: rialzo di 25pb a 1% max da trent'anni. Zhipu vola con la promozione di JPM. Risk-on anche in Europa. Post Bce, rialzo a luglio o settembre? UK tra BOE (tassi fermi) e elezione di Burnham. Deutsche Boerse sotto egida nazionale. Btp Italia sì oggi al via. Focus su risiko bancario: domani cda Banco BPM, il 22 risponde Lovaglio. Ferrari con prima vittoria Hamilton,Telecom Italia e Ferretti.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Dans ce Swiss Bliss, on décortique : → Le TACO de Trump et le "memorandum" de paix que personne n'a signé → SpaceX : la plus grosse IPO de l'histoire, 1'770 milliards de valorisation, 95 fois les ventes → Pourquoi Musk vaut 1'000 milliards et ce que ça dit sur l'état du monde → CPI à 4,2%, PPI à 6,5% — et pourquoi tout le monde s'en fout → La semaine de fou qui arrive : Fed, BOJ et BNS en même temps → Les vedettes suisses de la semaine : Novartis, Roche, Givaudan, Richemont

Česko navštívila lídryně běloruské opozice Svjatlana Cichanouská. Vítězka prezidentských voleb v roce 2020, které režim diktátora Alexandra Lukašenka zmanipuloval ve svůj prospěch, se setkala s prezidentem Petrem Pavlem a vládními i opozičními politiky. „Při každé její návštěvě dochází k propojování českého politického spektra v otázce Běloruska. Boj za svobodu a demokracii strany spojuje,“ věří Kryscina Šyjanok, ředitelka Kanceláře demokratických sil Běloruska.

Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss how building investor optimism over a US-Iran deal and Kevin Warsh's first policy meeting as Fed Chair are likely to impact the USD. Will another BoJ rate hike be sufficient to trigger a reversal of JPY weakness?

This week, we expect on-hold decisions by the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI, but hikes by BOJ, BSP and CBC. We expect the Fed, BOE, SNB, Riksbank, Norges Bank, RBA and BI to all keep policy rates unchanged. By contrast, we see the BOJ, BSP, and CBC as likely to hike at a measured pace. Statements will be non-committal across the board, and all eyes on Fed Chair Warsh who will likely try to be balanced. Chapters: US:1:53, UK:9:05, Japan:14:54, Asia:14:59.

Business and finance news from the Asia-Pacific. Bank of Japan Governor Kazuo Ueda's hospitalization is generating uncertainty among investors over the central bank's messaging at its policy meeting next week, even as they remain convinced officials will raise interest rates. Ueda is expected to miss the BOJ's meeting on June 15-16 and will refrain from casting a vote, but will express his views via a statement. Deputy Governor Ryozo Himino will serve as acting chair while another deputy, Shinichi Uchida, will host a post-meeting press conference. Ueda's absence is unlikely to shift expectations of a hike, but uncertainty is growing among market participants about how clearly Uchida will communicate at the press conference. The BOJ's cautious approach to rate hikes has been weighing on the yen due to the large interest rate differential between the US and Japan. We speak to Winnie Hsu, Bloomberg's Asia Equities Reporter Plus - SpaceX has made history with the biggest-ever IPO, sending it into the top ranks of the largest public companies and putting founder Elon Musk on the verge of becoming the world's first trillionaire. The company raised $75 billion in the IPO, pricing 555.6 million shares at $135 each, according to a statement on its website Thursday. SpaceX's IPO is more than double the size of Saudi Aramco's $29.4 billion listing in 2019. Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to Jay Ritter, Warrington College of Business, The IPO Initiative Director & Emeritus Professor.See omnystudio.com/listener for privacy information.

Česko navštívila lídryně běloruské opozice Svjatlana Cichanouská. Vítězka prezidentských voleb v roce 2020, které režim diktátora Alexandra Lukašenka zmanipuloval ve svůj prospěch, se setkala s prezidentem Petrem Pavlem a vládními i opozičními politiky. „Při každé její návštěvě dochází k propojování českého politického spektra v otázce Běloruska. Boj za svobodu a demokracii strany spojuje,“ věří Kryscina Šyjanok, ředitelka Kanceláře demokratických sil Běloruska.Všechny díly podcastu Interview Plus můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Send us Fan MailGeopolitical chaos meets a massive week of central bank decisions, and market volatility has returned. We take a look at what the Fed, BoJ, BoE, and RBA may signal next amid rising energy costs and a fragile ceasefire. Don't miss our analysis on how these macro shifts could affect FX pairs, commodities, and the tech sector in this week's market outlook.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Když v tomto týdnu vyrazil po sedmi letech na návštěvu Pchjongjangu čínský prezident Si Ťin-pching, nešlo o výjimečné prolomení izolace tamního diktátorského režimu. O přízeň Kim Čong-una se uchází i Moskva, kterou Severní Korea podporuje v její útočné válce proti Ukrajině. Výměnou za tuto pomoc dorazily do Severní Koreji ruské peníze - a s nimi i relativní hospodářský rozkvět. Bojí se Čína rostoucího vlivu Ruska v zemi, kterou tradičně považovala za svého vazala? A co chtějí Spojené státy?Hostka: Tereza Novotná - výzkumná pracovnice institutu Europeum, která působí na Svobodné univerzitě BerlínČlánek a další informace najdete na webu Seznam Zprávy.Sledujte nás na sociálních sítích X, Instagram, Threads nebo Bluesky. Náměty a připomínky nám můžete psát na e-mail zaminutusest@sz.czHlasujte pro náš podcast v anketě Podcast roku

11/6 Usa: 49 missili Tomahawk contro Iran. Teheran risponde colpendo base militari Usa. Greggio risale, stabile dollaro e treasury. Inflazione ai massimi da tre anni ma componente core stabile. La Fed può aspettare. Il mercato: 52% chances rialzo il 28 ottobre. Futures in verde, Oracle -10% nel pre-market, salgono i capex. Vigilia di Ipo storica di SpaceX, stasera fixing del prezzo. Anthropic: servono più regole per AI. OpenAi: parte la guerra di prezzi con Amodei e prepara 10GW di datacenter con Nvidia.  *** Questo episodio è offerto da Scalable Capital  Investire comporta rischi Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Asia recupera le perdite. Nikkei e Kospi ritrovano la parità dopo il rosso di oltre 1%. Il governatore di BOJ è in ospedale, non parteciperà al meeting del 16 giugno. Incognite del mercato. In Europa futures prudenti, è il giorno della Bce: primo rialzo dal 2023 e previsioni 2026. Focus su inflazione core 2027. Verso aumento stime crescita 2026, 2027 e rialzo previsioni inflazione. Risiko bancario ancora protagonista a Milano, svetta BPM. Giorgetti (MEF) usciamo al miglior prezzo. Bofa premia STM Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew, Ben, and Tom discuss Trump's Truth Social post declaring Iran's military "completely defeated" and the deal effectively dead, today's CPI print with consensus at +4.2% headline, the BOJ rate hike path complicated by Governor Ueda's hospitalization, Super Micro's $7 billion dilutive stock offering to fund $39 billion in backlog orders, the building AI supply overhang from OpenAI's S-1, Google, SpaceX, and Perplexity's 2028 IPO plans, Claude Fable 5's release stabilizing tech, TSMC's 30% May sales rebound, and Oracle earnings tonight.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

植田和男日銀総裁日銀は１０日、植田和男総裁が９日から肝のう胞感染症の治療のため入院していると発表した。 Bank of Japan Governor Kazuo Ueda has been hospitalized for treatment of an infectious disease and is expected to miss the central bank's next policy-setting meeting set for Monday-Tuesday, the BOJ said Wednesday.

Send us Fan MailFresh US-Iran hostilities fail to push oil prices sustainably higher; peace deal expectations remain intact. US equity markets are under pressure despite strong SpaceX IPO demand. Today's US CPI report could prove pivotal for Fed expectations and broader risk appetite. Dollar/yen climbs higher; can Japanese authorities keep their powder dry until the BoJ meeting?Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Bank of Japan Governor Kazuo Ueda has been hospitalized for treatment of an infectious disease and is expected to miss the central bank's next policy-setting meeting set for Monday-Tuesday, the BOJ said Wednesday.

10/6 Usa: tre ondate di raid difensivi nella notte per rivendicare l'attacco iraniano all'elicottero Apache. Pasdaran colpiscono base militare usa in Giordania e Bahrein. Entrambi: operazioni terminate. Brent +1%, dollaro e Treasury stabile. Futures in rosso, aspettando l'inflazione. Verso il tilt di Warsh? SpaceX, domanda supera di 4 volte offerta a 250 mld. Oggi chiude collocamento a istituzionali. Anthropic rivela Claude Fable 5, l'AI più potente del mondo della famiglia Mythos. Fifa, il flop dei biglietti.  *** Questo episodio è offerto da Scalable Capital  Investire comporta rischi  Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Asia in rosso: Nikkei -2%, Kospi -6%. Cina PPI al 3,9% ritmo più alto ultimi 4 anni. CPI sotto le stime. Giappone sale PPI, verso aumento tassi BOJ. Cina, AI: piano da 295 miliardi di dollari. Taiwan taglia export chip alla Cina. Bank of Indonesia alza tassi In Europa futures prudenti, domani Bce. Ecco cosa farà. Meta, l'avvertimento di Bruxelles. Leonardo: via libera Bromo al 2027. Risiko bancario in portafoglio? I “Buy” degli analisti.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Toto je zkrácená verze (45 min). Celý díl (76 min) a bez reklam jen za 100,-/měsíc si můžeš pustit ⁠zde a odemknou další⁠: https://open.spotify.com/episode/5J9wjvldtRitxa6FVmqtsO?si=9fc7b15d41ef47c1Co se děje v mozku, když se rozpadne příběh o tom, kdo jsi. O neviditelné nemoci, dekreaci, posvátnu a hledání smyslu.Mluvíme o tom, co se stane, když přestaneš být režisérem vlastního filmu a začneš ubírat místo přidávat. Proč se tvůj mozek může chovat jednou jako demokrat, který si se svými přesvědčeními povídá, a podruhé jako král, který se stane tyranem. Jak meditace a psychedelika dokážou na chvíli udělat v hlavě anarchii, ze které může vyvstat něco nového. A proč pocit posvátna mění tvoje zdraví, i když v nic nevěříš.Je to díl o malém a velkém já, o tom, jak si dovolit cítit úplně všechno, a o jedné větě, která tě dokáže zasáhnout přímo do srdce. Pokud sám něčím procházíš, tohle je připomínka, že nejsi sám a že na tobě záleží.Zmíněné studie a jména: daraxonrazib a léčba metastatické rakoviny slinivky, santifikace (Krumrei a Manusko, 2025), studie „Affect, Connect and Grow“ o sebepřesahujících emocích, Dag Hammarskjöld, John Vervaeke, Sam Harris.Macromo:⁠⁠⁠⁠⁠⁠Krevní testy jsou objektivní data ohledně vašeho zdraví. Nechte si udělat premium krevní testy na jednom ze 120 odběrových míst a výsledky dostanete pohodlně do Macromo aplikace. Můj nejoblíbenější aspekt je sledování dlouhodobých trendů v průběhu času, tak si objednej premium testy s ⁠⁠⁠⁠⁠⁠Macromo.com⁠⁠⁠⁠⁠⁠ a zadej kod "BWA" pro slevu!⁠⁠⁠Uplife.cz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Zadej kód "BWA" pro slevu 10% na vybrané zboží na eshopu ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.uplife.cz/brain-we-are/⁠⁠⁠⁠⁠⁠Kam dále?Kup si jeden z našich online kurzů ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Průvodce Mozkem a Myslí⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, nebo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mentální Modely⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ a s kódem "BWA30" je tam SLEVA 30%!Zadej kód "BWA" pro slevu 10% na vybrané zboží na eshopu ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠uplife.cz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠herbal-store.cz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sledujte Brain We Are na sociálních sítích: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ( ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.instagram.com/brain_we_are⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ) nebo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ⁠⁠⁠Minutáž:00:00 Úvod a co se dělo v poslední době05:53 Boj s chronickým únavovým syndromem (ME/CFS)09:53 Průlomová klinická studie léčby rakoviny slinivky14:21 Ztráta identity a opouštění zažitých rolí17:38 Koncept dekreace: Kdy přestat tvořit a začít ubírat21:49 Flexibilita mysli a napojení se na velké já26:05 Neduální probuzení a meditace podle Sama Harrise30:15 Je modlitba sebereferenční proces?33:55 Uzly přesvědčení: Mozek jako demokrat i tyran35:56 Vliv psychedelik na prediktivní mozek a ego42:50 Santifikace aneb pozitivní dopady vnímání posvátnaPřechod do VIP části- Radost z maličkostí a nabourávání rigidních modelů- Přijetí negativních emocí a technika noting- Studie: Jak úžas, vděčnost a soucit posilují smysl života- Transjektivní stav, relevance a hledání smyslu- Síla poezie a psychologické odložení zbraní- Tři metafory z buddhismu a daoismu (Zablácená cesta, Prázdná loď, Dva šípy)- Nedrancuj řeku: Dag Hammarskjöld a závěrečná báseň

The much stronger than expected US jobs report has had the obvious impact with front-end rates and the dollar stronger. Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Chris Jakubowski, FX Institutional Sales to discuss the impact of the data going forward. How does this impact EUR/USD with the ECB expected to hike on 11th June? Has ECB pricing become overdone given recent economic data and how will the BoJ respond given the increased upside risks in USD/JPY?  

Uncertainty in the Middle East continues, as key central bank meetings approach. In the US, we examine the resilience of the economy and preview the upcoming CPI report. In Europe, we review recent inflation data and explain why we expect an ECB rate hike next week. In Japan, we preview the Q1 GDP report and take a close look at the BOJ. Across Asia, we share our take on key data coming out in Japan and China, touch on the Trump/Xi meeting and preview the central bank meeting in Indonesia next week. Chapters: US: 01:57, Japan: 11:56, Asia:15:50, Europe: 16:47.

Speciál s Oliverem Adámkem, autorem podcastové série Világoš, o maďarských volbách. Jaké změny se v Maďarsku staly od voleb? Bojí se Orbán a skončí v emigraci? Bude nová vláda znárodňovat majetek orbánovských oligarchů? Jaké změny ústavy připravuje nový premiér? Může být úspěšná země, ve které se po každých volbách mění ústava i systém? Jak se do maďarských voleb zapojila Tünde Bartha?Oliver nám popíše dezinformace, které vyprávěla na akci Fideszu, kde zastupovala Babiše.

US President Trump said they have been hitting Iran pretty hard and Iran negotiations are going well, while he suggested a deal could happen over the weekend. Though noted that it could go another two or three weeks, Brent Aug'26 -0.7%.Talks between Iran and the US were reportedly still ongoing, and no final decision had been made, according to Fars, citing a member of Tehran's negotiating team.An Iranian negotiating delegation media team member outlined a four-stage proposal for a deal with the US. 1) Ending the war, 2) tangible measures re. the Strait, 3) sanctions and nuclear issues, 4) the establishment of a supervisory committee.APAC stocks traded lower following a negative handover from the US; European bourses are indicative of a softer open.G10s are mostly slightly firmer against the USD; JPY gains slightly on reports that the BoJ is to mull a hike this month, with another possible this year.Looking ahead, highlights include Swedish CPIF (May), Swiss CPI (May), EU Retail Sales (Apr), US Challenger Layoffs (May), Jobless Claims (May/30), Revelio PLS (May), and Chicago Fed Labor Market Indicators Final (May). Supply from Spain & France. Earnings from Docusign, lululemon & Ciena.Speakers include BoE's Bailey, ECB's Lagarde, Fed's Daly, Bowman & Barkin.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

An informed source to Al Arabiya said the agreement on the release of frozen Iranian funds in its final stages, but the search continues for a mechanism on frozen funds. However, US President Trump informed the mediators of his refusal to release funds to Iran before signing the agreement.Israel and Lebanon agreed to a ceasefire in US-brokered talks, with the ceasefire contingent on Hezbollah's evacuation from the Litani. Despite this, there have been reports of continuing attacks in Southern Lebanon.US equities mixed as disappointing AVGO and CRWD earnings weigh on NQ and ES. Fixed income benchmarks gain by a handful of ticks ahead of Friday's NFP.DXY softened; JPY saw fleeting strength following hawkish BoJ reports, CHF firmer despite softer CPI data.Crude slips as efforts for a US-Iran deal continue.Looking ahead, highlights include Jobless Claims (May/30), Revelio PLS (May), Chicago Fed Labor Market Indicators Final (May), Speakers include BoE's Bailey, Fed's Daly, Bowman & Barkin, Earnings from Docusign, lululemon & Ciena.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Snaha Ombudsmana aby Ústavný súd posúdil podmienky registrácie cirkví sa zmenila na strašenie islamskými mešitami. Paradoxom je, že podnet podala malá kresťanská cirkev. Sme ešte kresťanskou krajinou, keď namiesto Ježišovho posolstva cirkvi bránia mocenský monopol a politici strašia mešitami? Kolaborácia s mocou popiera Ježišov odkaz, tvrdí kňaz Starokatolíckej cirkvi Martin Kováč. Nastal konečne čas na odluku? Verejný ochranca práv napadol Ústavnom súde podmienky na registráciu cirkví a náboženských spoločností. Tie totiž registráciu podmieňujú podpismi 50tich tisícok plnoletých členov - občanov Slovenskej republiky. Podľa ombudsmana ide o “neprimeraný zásah do slobody náboženského vyznania a do práva slobodne prejavovať svoje náboženstvo alebo vieru spoločne s inými“. „Sloboda náboženského vyznania patrí medzi základné piliere demokratickej spoločnosti. Štát môže regulovať podmienky registrácie cirkví a náboženských spoločností, nemôže však nastaviť pravidlá tak prísne, že registrácia sa stane prakticky nedosiahnuteľnou,“ tvrdí Róbert Dobrovodský. Faktom je, že podľa posledného sčítania obyvateľov spĺňa tieto podmienky len 5 denominácií: Rímskokatolícka cirkev, Evanjelická cirkev augsburského vyznania, Gréckokatolícka cirkev, Reformovaná kresťanská cirkev a veľmi tesne aj Pravoslávna cirkev..Boj za slobodu náboženského vyznania sa však zmenil na strašenie mešitami. Koaliční politici však v kroku ombudsmana vidia nebezpečné otváranie dverí islamu. Tento krok pána ombudsmana som skutočne nepochopil a ide sám proti Slovenskej republike,“ vyhlásil minister obrany Róbert Kaliňák. Paradoxom je, že ombudsman svojim podaním reagoval na podnet občianskeho združenia Starokatolíci na Slovensku z januára 2023. Starokatolícka cirkev na Slovensku sa tak ocitla v epicentre sporu o to, kde končia práva veriacich a kde sa začína reštriktívna moc štátu. Hoci ich spoločenstvo v krajine reálne pôsobí, zákonná podmienka 50-tisíc členov z nich robí pre štát „neviditeľných“, bez možnosti uzavrieť sobáš či vyučovať na školách. Kým politici strašia islamským radikalizmom, Starokatolíci sa domáhajú len základnej právnej subjektivity, ktorú majú ich kolegovia v okolitých štátoch už pri stovkách členov.Je slovenský náboženský model skutočne postavený na tradícii, alebo na diskriminácii všetkého, čo nespĺňa masové kvóty? A prečo sa tak bojíme fiktívnych mešít v krajine, kde moslimovia takmer nežijú a už dnes na Slovensku Islam svoje modlitebne má? No a napokon, nenastal už konečne čas na splnenie poslednej požiadavky Verejnosti proti násiliu z Novembra 89 o odluke cirkvi od štátu? Aj s kňazským kolárikom sme tu vydaní na milosť a nemilosť, stačí prekročiť hranice a je to úplne iné. Baháisti či Mormoni to majú, my nie. Je to naozaj nedôstojné. Žiaľ veľké kresťanské cirkvi sa nás vôbec nezastali, hovorí Martin Kováč. Podľa neho hádky o moc a peniaze vo veľkých kresťanských cikvách zatieňujú Ježišovo posolstvo a nastal najvyšší čas na odluku cirkví od štátu. Kresťanstvo je o absolútnej otvorenosti a za touto nenávisťou (aktuálne voči Mešitám) je najmä strach, dodáva Kováč. Ráno Nahlas s kňazom Starokatolíckej cirkvi Martinom Kováčom. Pekný deň a pokoj v duši praje Braňo Dobšinský.

Snaha Ombudsmana aby Ústavný súd posúdil podmienky registrácie cirkví sa zmenila na strašenie islamskými mešitami. Paradoxom je, že podnet podala malá kresťanská cirkev. Sme ešte kresťanskou krajinou, keď namiesto Ježišovho posolstva cirkvi bránia mocenský monopol a politici strašia mešitami? Kolaborácia s mocou popiera Ježišov odkaz, tvrdí kňaz Starokatolíckej cirkvi Martin Kováč. Nastal konečne čas na odluku? Verejný ochranca práv napadol Ústavnom súde podmienky na registráciu cirkví a náboženských spoločností. Tie totiž registráciu podmieňujú podpismi 50tich tisícok plnoletých členov - občanov Slovenskej republiky. Podľa ombudsmana ide o “neprimeraný zásah do slobody náboženského vyznania a do práva slobodne prejavovať svoje náboženstvo alebo vieru spoločne s inými“. „Sloboda náboženského vyznania patrí medzi základné piliere demokratickej spoločnosti. Štát môže regulovať podmienky registrácie cirkví a náboženských spoločností, nemôže však nastaviť pravidlá tak prísne, že registrácia sa stane prakticky nedosiahnuteľnou,“ tvrdí Róbert Dobrovodský. Faktom je, že podľa posledného sčítania obyvateľov spĺňa tieto podmienky len 5 denominácií: Rímskokatolícka cirkev, Evanjelická cirkev augsburského vyznania, Gréckokatolícka cirkev, Reformovaná kresťanská cirkev a veľmi tesne aj Pravoslávna cirkev..Boj za slobodu náboženského vyznania sa však zmenil na strašenie mešitami. Koaliční politici však v kroku ombudsmana vidia nebezpečné otváranie dverí islamu. Tento krok pána ombudsmana som skutočne nepochopil a ide sám proti Slovenskej republike,“ vyhlásil minister obrany Róbert Kaliňák. Paradoxom je, že ombudsman svojim podaním reagoval na podnet občianskeho združenia Starokatolíci na Slovensku z januára 2023. Starokatolícka cirkev na Slovensku sa tak ocitla v epicentre sporu o to, kde končia práva veriacich a kde sa začína reštriktívna moc štátu. Hoci ich spoločenstvo v krajine reálne pôsobí, zákonná podmienka 50-tisíc členov z nich robí pre štát „neviditeľných“, bez možnosti uzavrieť sobáš či vyučovať na školách. Kým politici strašia islamským radikalizmom, Starokatolíci sa domáhajú len základnej právnej subjektivity, ktorú majú ich kolegovia v okolitých štátoch už pri stovkách členov.Je slovenský náboženský model skutočne postavený na tradícii, alebo na diskriminácii všetkého, čo nespĺňa masové kvóty? A prečo sa tak bojíme fiktívnych mešít v krajine, kde moslimovia takmer nežijú a už dnes na Slovensku Islam svoje modlitebne má? No a napokon, nenastal už konečne čas na splnenie poslednej požiadavky Verejnosti proti násiliu z Novembra 89 o odluke cirkvi od štátu? Aj s kňazským kolárikom sme tu vydaní na milosť a nemilosť, stačí prekročiť hranice a je to úplne iné. Baháisti či Mormoni to majú, my nie. Je to naozaj nedôstojné. Žiaľ, veľké kresťanské cirkvi sa nás vôbec nezastali, hovorí Martin Kováč. Podľa neho hádky o moc a peniaze vo veľkých kresťanských cirkvách zatieňujú Ježišovo posolstvo a nastal najvyšší čas na odluku cirkví od štátu. Kresťanstvo je o absolútnej otvorenosti a za touto nenávisťou (aktuálne voči Mešitám) je najmä strach, dodáva Kováč. Ráno Nahlas s kňazom Starokatolíckej cirkvi Martinom Kováčom. Pekný deň a pokoj v duši praje Braňo Dobšinský.

“Japan panics. The rest of the world just hasn't realized it yet.” - Michael Gayed. The BOJ is losing the war to save the yen—and the reverse carry trade is about to trigger a global margin call.

The conclusion of our two-part episode from Morgan Stanley and MUFG's Japan Summit looks at structural shifts in Japan's economy and Prime Minister Sanae Takaichi's strategic growth agenda.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. This is Part 2 of our podcast from the Japan Summit.It's Friday, May 22nd at 8 am in Tokyo.I might stick with equities for just a minute, and Sho, just to dig deeper into the equity market. Jonathan expressed some of the bullishness. Anything you want to elaborate on where the real strong conviction on this positive view about Japanese equities is coming from?And then just as a warning, I'm going to come back to you and ask, if you're wrong, where could you be wrong? Because again, I think where we add value most to clients is not just giving a clear view, but also pressure testing that view.Sho Nakazawa: Our constructive view on Japan equities comes down to one simple point. Three structural changes are still continuing. So, the first is shifting macro environment. The combination of stable inflation and wage growth is a kind of phenomenon we have not seen, at least in my lifetime. It changes corporates and households' behavior, especially in terms of balance sheet management.And then secondly, the corporates profit improvements. We do not see it as a cyclical recovery. We see it as a structural change. As in the past, Japan corporates heavily relied on cost-cutting amid a deflationary environment. But today, price pass-through is improving, and the Japan corporates are becoming better positioned in growth profit in nominal growth environment.The third is corporate governance reform. Awareness of the capital efficiency has clearly increased. We continue to see share buybacks, dividends increase, and a portfolio restructuring as well. And on top of that, the Takaichi administration has made growth investment and crisis management investment as well.Of course, the Middle East situation is a source of noise. But structurally is a supporting factor for Japan equities secular bear market, which is a view Jonathan has held for very long time, has actually becoming stronger.But let me say that if I'm wrong, maybe I should be more bullish. In fact, the two key drivers here, if we assess the bear case scenario on Japan equities…So, one key driver should be the upside come from the investors constructive view on the Japan fiscal efficiency. And on a micro level, the corporate behavior changing faster than market expects. If we assess the recent rise in long-term yields, it reflect the concern to the Japan fiscal position and that BoJ behind the curve.It would weigh on the Japan equity valuation because it raises cost of capital and it weighs on the Japan equity valuation. But on the other hand, [the] Japanese government will disclose its basic policy in June. And if it could include a credible plan to improve Japan's fiscal positions, perhaps under Japan version of DOGE, which is led by Financial Minister Katayama-san, I think it could alleviate the excessive concern toward the Japan's fiscal position, and it [could] lower the cost of capital on Japan equities.You know, micro level, the corporates behavior is already changing, as I mentioned. But there's still plenty, you know, space for Japan corporates to utilize non-cash generating assets such as cash and deposit, which is equivalent to 60 percent of GDP. The ratio is far higher than our global peers.So, if Japan corporates move further to capital efficiency or portfolio restructuring or use some excess capital, I think there should be additional room for Japan equity market to re-rate higher.Seth Carpenter: All right. So, if you're wrong, it's insufficient bullishness. That's a great place to be.So, so Koichi, Jonathan and Sho are bullish on equities. And so, do you expect big shift in capital flows, and would that drive further appreciation of the currency? How do you think about the global investors' view of Japan? And what it means for capital flows on the one hand, and the value of the currency on the other?Koichi Sugisaki: As for the capital flows, I think under this fresh regime, what's the notable change among the Japanese financials? That they are shifting away from the fixed income product, I mean, like JGBs.Given the current attractive yields, you maybe wonder[ing] why the banking sectors buy the JGBs. But according to the recent disclosures, they have not purchased the JGBs much because their lending activity performed very well. So, as far as their lending activity have performed well, they have no incentive to make money in the securities investment.You know, their lending activity have accelerated thanks to the corporate CapEx investment to improve the productivity amidst the labor shortages in Japan. Once the banking sector starts to see some slowdown or some symptom of the lending activity to slow down, in such a case, they are quickly shifted to the securities investment and the JGB market will change the world.But so far, you know, lending growth [has] accelerated much. You know, the April lending growth is around 6 percent on the year-on-year basis, very strong. So, I think the banking sector still not have a[n] incentive to buy the JGBs.As for the lifers, [the] case is much more serious, I think. Because of the younger ages shifting towards the equities to defend the asset, particularly under the new NISA scheme [which] was launched in 2024. The younger peoples basically allocate their asset to the equities rather than the saving type of the products.Which means that the lifers are struggling to make, to gather the new monies. And this means that the demand for the long-term JGB to shrink. And the Japan lifers already filled the duration this much by 2023 to prepare for the new regulations starting from this fiscal year. Now, fortunately, they already finished the duration this much, this type of operation by 2023. But the yield [has] gone up from 2024, thanks to the BoJ's normalization.So, under such conditions, they are now struggling to the high market loss on the long-term JGBs. And some of lifers are now facing the impairment loss accounting. That actually [makes] lifers a net seller of the long-term JGBs rather than the buyers.Seth Carpenter: Okay, super helpful. Okay, we focused a lot on near-term developments, the energy shock, first quarter GDP. But we can think about a longer-term growth scenario. And there, I think AI comes in at times. Chetan, you've talked about the near-term super cycle, and I think there's a near-term aggregate demand side to AI, but over the longer term, maybe it's more supply.When I think about where growth is going, though, I also think about shifts in the strategy for policy. So maybe Yamaguchi-san, you can talk to me a bit on your take of Prime Minister Takaichi's policies. What do we think is likely to get announced? When? How do you see it affecting the long-term growth outlook for Japan?Takeshi Yamaguchi: [The] Japanese government publishes growth strategy report and the basic policy on fiscal management or honebuto policy in June every year. But I think this year's, you know, documents will be pretty important because these are the first documents under the Takaichi administration.And these documents will set the direction of economic policy by Takaichi-san, Sanae Takaichi. Or Sanae-nomics. Compared with Abenomics, I think Takaichi-san focuses more on the supply side issues, you know, supply domestic investment. While Abenomics focused more on the exit from deflation, focusing on demand side policy, particularly, you know, monetary easing.In the growth strategy report, the focus will be strategic investment in 17 strategic areas, including AI, especially, you know, AI robotics, semiconductors, defense and space, cybersecurity, and content industry and so on.Another important point of Sanaeconomic system, there's overlap between these strategic investment areas and national securities. The government will also update its defense strategy by the end of this year, and there'll be a increase in the defense budget target. The focus will be a lot on, you know, I think, dual use technologies, and also resilience of supply chains going ahead.Another important point is, I think there will be a change in the budget formation process. I think, under deflation there's effectively cap on non-social security spending. But I think this government will likely allocate budget, you know, for multi-investment. So, I think the budget process will be more flexible. And they put more emphasis on the initial budget rather than the supplementary budget.So, I think, these documents will be pretty important to monitor going ahead. But overall, I think, the government – yes, they do care about the market conditions. They will likely avoid massive, you know, expansion. But I think a slight expansion, especially in the area of strategic investment is likely to happen.Seth Carpenter: Very helpful. Alright, that's the end of the panel. Thank you very much to my colleagues. And this is where I have to shift back into podcast mode to say thank you for listening. And if you enjoy Thoughts on the Market, please share it with a colleague or friend today. Thank you very much, everybody.

Boj o větrníky. Co jsou to akcelerační zóny? Proč s nimi tolik lidí nesouhlasí? Hrozí Česku, že bez nich přijde o unijní peníze? A jakou roli v tom hraje vládní zmocněnec Filip Turek? Ptám se Viktora Votruby z Hospodářských novin, který se věnuje obnovitelným zdrojům a životnímu prostředí. Ptá se Matěj Skalický.Všechny díly podcastu Vinohradská 12 můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Boj o větrníky. Co jsou to akcelerační zóny? Proč s nimi tolik lidí nesouhlasí? Hrozí Česku, že bez nich přijde o unijní peníze? A jakou roli v tom hraje vládní zmocněnec Filip Turek? Ptám se Viktora Votruby z Hospodářských novin, který se věnuje obnovitelným zdrojům a životnímu prostředí. Ptá se Matěj Skalický.

In deze aflevering van Side Quest bespreken we de game van het moment: Subnautica 2. Sjaak is er letterlijk in gedoken en zeer positief over de game, al is het nog duidelijk een early access-titel. Verder is Sjaak ook gedoken in een andere game met mogelijk een nog beladenere achtergrond: Zero Parades for Dead Spies. Daarnaast schuift onze gloednieuwe reviewer Boj aan om te vertellen over Titanium Court, een indietitel die zeker de moeite waard is. Tom blijft Marathon spelen en Kees van der Spek kijken, maar een discussie over Euphoria seizoen 3 komt ook voorbij. Boj is naar de bioscoop geweest om The Sheep Detectives te zien en was daar best positief over.Hoofdstukken:(00:00:00) Intro(00:00:30) Sjaak en Riftbound(00:04:10) Wie is Boj?(00:07:10) Hoe is het met Tom en zijn Mieren?(00:09:10) Titanium Court, wat is dit?(00:15:05) Het uitgaansleven van Boj en zijn podcast(00:18:15) Subnautica 2 is cool(00:35:00) Zero Parades for Dead Spies is eigenlijk wel goed(00:51:00) Battlefield 6 en Overwatch (heel kort)(00:51:40) Fortnite of is dit Overwatch?(00:54:00) Marathon, trouwens welke games hebben wij het meest gespeeld?(01:04:00) Grand Theft Auto 6 pre-orders, waar zijn ze?(01:12:20) Waar kijken we dit jaar nog naar uit? GTA 6 is banned voor deze stelling(01:21:50) The Boys, is dit een seizoensfinale?(01:27:42) Euphoria seizoen 3 is best okay(01:34:01) Kees van der Spek blijft cool(01:36:50) The Sheep Detectives, eigenlijk wel leuk(01:38:20) Outro

Can we influence the strong nuclear force? Neil deGrasse Tyson and Paul Mecurio answer grab bag questions about sci-fi laser guns, the Roche Limit, how we interact with the fundamental forces, and more! NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here:  https://startalkmedia.com/show/cosmic-queries-scars-in-spacetime/ Thanks to our Patrons Gladys Strickland, Jonathan Marino, Petri Rajama, Benjamin Cross, Smooth, Cecelia Linley, John Burgin, Elizabeth Shope, Barrett Mayes, Paweł Szczypa, Ivan Ocampo, Angelo Rios, Luisangel Araujo, B-RO RTR, Sebastian Poehlmann, Kendra, Charles, LateGame, Stephanie, Denis, Joseph Hodge, Daniel Smith, Matt Sutton, Ziyod Yusupov, TheAceIsHere _, Robert Baughman, Patricia Weaver, Scott Jones, Luis Figueroa, TheJosh, Justin Garrity, J. Michael Mastro, Andreas Sorteberg Vik, Christian Di Patria, Steve Kingan, Martha, Nick, Jeff Ferren, Louise Keyte, Ann Hosler, Darren, Roni Gi, Salacious B Crumb, Tero Tommola, Dhaval, Andy Roberts, Brian Simmons, Toney, Remedy, Terry Melman, David Smith, Andrew M Gross, Conan, Raz, Joseph Watkins, Joe, Dom WB, Mike Bertuccio, Deepak Mani, Adam Dockerty, Mike, Habib Hassan, Exercise Enlightenment, Everett, Twisted Universe, Jason Prechtl, Luis Antonio Leon, SwillisBolt, Switchblade91, Linda Hall, Bo J, Megan Marler, Dalton, Jim, Chris Brown, Krisztian Unpronounceable, Donce, Jay, Jacob, Suzan Wallace, Ted, Steve James, TERP Radio, Sublimis, Alexander Casian, Onlymeami, Zack Blankenship, John Perez, Specter, DJ, Kristian Jeremiassen, Adam Flores, Dan Herman, Zef Correal, Maddie, Adam, Mark, Mary, Andrew494, and Matthew Grieve for supporting us this week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Když se narodil, v USA fungovala rasová segregace a ženám v těhotenství se doporučovalo kouřit. Boj s předsudky, tyranský otec, snaha prosadit se v “bílém” světě, kontroverze, obvinění, soudy. A taky hity a prodeje, které dodnes nikdo nepřekonal.

Scott Bessent ha visitado Japón esta semana para gestionar un problema que amenaza directamente al mercado de deuda americana: cada vez que Tokio interviene para defender el yen, vende bonos del Tesoro estadounidense y empuja al alza sus tipos de interés. Pero el problema es estructural, no coyuntural. Con una deuda pública en torno al 250% del PIB y déficit crónico, Japón ya no puede subvencionar barata la deuda americana como ha venido haciendo durante tres décadas vía represión monetaria. En este vídeo analizamos las tres salidas posibles —intervención, subida del BOJ, dejar caer el yen— y por qué todas conducen al alza de los tipos americanos. Hosted on Acast. See acast.com/privacy for more information.

S&P futures are down (0.2%) as of now, pointing to a slightly lower open. Asian equities traded mostly lower on Tuesday, with Japan's Nikkei closed (1%) lower following the BoJ rate decision. Greater China markets were also lower, while South Korea and Taiwan benchmarks extended record gains, supported by semiconductors and AI demand. European markets are firmer in early trading.Companies Mentioned: Meta Platforms, Dynatrace