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According to Japan's Kyodo News, TSMC (TSM.N) evacuated employees from its Kumamoto plant following the earthquake in Japan.

2026-07-28

According to Japan's Kyodo News, TSMC (TSM.N) evacuated employees from its Kumamoto plant following the earthquake in Japan.

Other News
2026-07-28

Reserve Bank of Australia Governor Bullock: The key question is whether the tightening measures already implemented are sufficient to slow inflation.

Reserve Bank of Australia Governor Bullock: The key question is whether the tightening measures already implemented are sufficient to slow inflation.
2026-07-28

Distribution: 1 dove, 7 neutral, 10 hawks. Market implication: a hawkish plurality increases the odds of additional tightening should core inflation remain high. Powell (current voter) describes policy as at the high end of neutral or mildly restrict

Distribution: 1 dove, 7 neutral, 10 hawks. Market implication: a hawkish plurality increases the odds of additional tightening should core inflation remain high. Powell (current voter) describes policy as at the high end of neutral or mildly restrictive; labor is stabilizing but inflation is still “misbehaving,” so holding may be appropriate. Waller (current voter) needs several consecutive months of lower readings to be confident; continued hot core CPI would require near‑term hikes. Warsh (current voter) says recent inflation prints do not fully reflect underlying inflation and is unsatisfied with indicators; he will consider both balance‑sheet and rate tools. Cook (current voter) prefers more time to see inflation evolve but is prepared to act if it does not fall quickly. Kashkari (2026 voter) expects one rate hike in 2026 and rates to remain unchanged in 2027 (he had previously envisioned a cut by year‑end). Bowman (current voter) is the lone dove, saying it is too early to judge the inflationary impact of the war and that prolonged oil gains would force a reassessment. Williams and Jefferson (current voters) view inflation as likely past its peak and to decline over coming quarters; Jefferson says current policy can support labor while guiding inflation back to 2%. Barr flags uncertainty over how an energy shock will feed into inflation and whether AI will amplify or reduce income/wealth inequality. Several future voters (Paulson 2026, Hammack 2026, Logan 2026, Barkin 2027, Goolsbee 2027, Schmid 2028, Musalem 2028, Collins 2028) broadly say June data are but encouraging not decisive — many want multiple months of disinflation before loosening and some warn inflation persistence would justify continued restriction.
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