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President Trump told Prime Minister TAKAICHI in a New York meeting earlier this week that he was concerned about yen depreciation, KATAYAMA said. TAKAICHI replied that an undervalued yen is a matter for attention. KATAYAMA said she will continue clos

2026-09-25

President Trump told Prime Minister TAKAICHI in a New York meeting earlier this week that he was concerned about yen depreciation, KATAYAMA said. TAKAICHI replied that an undervalued yen is a matter for attention. KATAYAMA said she will continue close coordination with US Treasury Secretary BESSENT on a range of issues including foreign exchange. Remarks came as the yen returned to trade near 160 per dollar after a five-day holiday, having weakened last week despite rate hikes from the Federal Reserve and the Bank of Japan.

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2026-09-25

Swissquote senior analyst Ipek Ozkardeska said broad indices and pension funds are heavily tied to the AI theme: tech roughly 40% of S&P 500 market cap, and three chipmakers account for more than 25% of MSCI Emerging Markets by market-cap weight. She

Swissquote senior analyst Ipek Ozkardeska said broad indices and pension funds are heavily tied to the AI theme: tech roughly 40% of S&P 500 market cap, and three chipmakers account for more than 25% of MSCI Emerging Markets by market-cap weight. She called AI a market “core pillar” and warned that if the AI investment case falters it could trigger a marked equity correction. In the near term she expects the US rally to remain supported by seasonal factors and could extend through year-end, but downside risk would rise sharply if confidence in the AI story slips.
2026-09-24

A Blue Owl spokesperson stated that Blue Owl, Stack Infrastructure, and Oracle (ORCL.N) are highly aligned on Project Jupiter.

A Blue Owl spokesperson stated that Blue Owl, Stack Infrastructure, and Oracle (ORCL.N) are highly aligned on Project Jupiter.
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