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Bank of Japan Governor Kazuo Ueda: We have already seen supply shocks in the food and energy sectors. Even if each one is a price level shock, the sheer number of them could raise the average inflation rate.

2026-05-28

Bank of Japan Governor Kazuo Ueda: We have already seen supply shocks in the food and energy sectors. Even if each one is a price level shock, the sheer number of them could raise the average inflation rate.

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2026-05-27

Ed Yardeni, senior market strategist at Yardeni Research, dismissed concerns that US stocks are in a bubble, saying the current rebound is driven by "Fabulous Earnings Momentum" (FEMO) rather than speculation. He said if the US economy can avoid a re

Ed Yardeni, senior market strategist at Yardeni Research, dismissed concerns that US stocks are in a bubble, saying the current rebound is driven by "Fabulous Earnings Momentum" (FEMO) rather than speculation. He said if the US economy can avoid a recession over the next few years, the S&P 500's current forward P/E of about 20–22x looks reasonable. Yardeni coined the term FEMO to distinguish the present advance from "FOMO" (fear of missing out), which he described as hope- and speculation-driven rather than fundamentals-driven. He conceded that outsized recent gains in some semiconductor names give the market a "melt-up" feel. Under a "roaring 2020s" scenario, he expects the S&P 500 could reach 10,000 before 2030, implying roughly a 33% rise from current levels. Year-to-date he has observed only one notable sell-off, in March, and he said another similar sell-off is unlikely before year-end. His FEMO thesis also underpins his 2026 S&P 500 target of 8,250, which ranks highest among analysts tracked by Bloomberg.
2026-05-28

BOK said uncertainties include the extent to which the chip boom spills over into consumption.

BOK said uncertainties include the extent to which the chip boom spills over into consumption.
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