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Bank of Japan Deputy Governor Shinichi Uchida: We pay attention not only to the level of real interest rates or policy interest rates, but also to the state of the overall loose monetary environment.

2026-06-16

Bank of Japan Deputy Governor Shinichi Uchida: We pay attention not only to the level of real interest rates or policy interest rates, but also to the state of the overall loose monetary environment.

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2026-06-16

Yilian Technology: The company's new production capacity will serve actual order demand, and there are currently no plans to expand production at the Slovakian factory to support overseas cloud vendors or NVIDIA's supply chain.

Yilian Technology: The company's new production capacity will serve actual order demand, and there are currently no plans to expand production at the Slovakian factory to support overseas cloud vendors or NVIDIA's supply chain.
2026-06-16

A Bank of America monthly survey found the AI-led rally is likely to continue, with FOMO still driving the trade. Among fund managers surveyed, 56% described the AI cycle as in a ‘‘boom/expansion’’ phase, 21% called it ‘‘euphoria’’ and 9% ‘‘profit-ta

A Bank of America monthly survey found the AI-led rally is likely to continue, with FOMO still driving the trade. Among fund managers surveyed, 56% described the AI cycle as in a ‘‘boom/expansion’’ phase, 21% called it ‘‘euphoria’’ and 9% ‘‘profit-taking’’. The survey covered investors managing $465bn AUM and ran June 5–11, ahead of the SpaceX IPO. Eighty percent said buy-and-hold global semiconductor positions are the most crowded trade, the highest reading in the survey’s history. Respondents trimmed technology overweight from 33% to 26% and cut global equity overweight from 50% to 38%.
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