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WALLER: I wouldn't say we need to wait until next year, but we should wait for signs that inf is improving.

2026-09-03

WALLER: I wouldn't say we need to wait until next year, but we should wait for signs that inf is improving.

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2026-09-02

Google (GOOG.O) launched GEMINI 3.8 Flash inference model.

Google (GOOG.O) launched GEMINI 3.8 Flash inference model.
2026-09-03

Japanese Government Pension Investment Fund (GPIF) held an unusually timed management committee meeting on Aug. 21 — its first August meeting in seven years — prompting market speculation the country’s largest pension fund may increase its allocation

Japanese Government Pension Investment Fund (GPIF) held an unusually timed management committee meeting on Aug. 21 — its first August meeting in seven years — prompting market speculation the country’s largest pension fund may increase its allocation to Japanese government bonds (JGBs). Agenda materials show the session included a report from the team responsible for asset allocation and investment operations; the committee had in March concluded there was no need to revisit asset allocation. In a note, JP Morgan strategist Ikue Saito said revisiting the topic only five months later was highly unusual and suggests the committee may be reassessing its prior stance, likely driven by the sharp rise in JGB yields since March.
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