2026-06-17

On June 17 at its 2026 mid-year strategy meeting in Shanghai, Nomura Orient International Securities said near-term risks center on shifts in US Treasury yield expectations and their spillovers to emerging markets. Strong US May nonfarm payrolls have lifted US yields; a marginal rise in inflation resilience has pressured global equities, and crowded AI positioning has amplified market volatility. Over the medium term the firm says China’s asset scale and policy support should enable strategic ex

On June 17 at its 2026 mid-year strategy meeting in Shanghai, Nomura Orient International Securities said near-term risks center on shifts in US Treasury yield expectations and their spillovers to emerging markets. Strong US May nonfarm payrolls have lifted US yields; a marginal rise in inflation resilience has pressured global equities, and crowded AI positioning has amplified market volatility. Over the medium term the firm says China’s asset scale and policy support should enable strategic excess returns via diversified A-share allocations. Technology and cyclical sectors are identified as the primary drivers of A-share earnings improvement, and investors are advised to maintain balanced exposure to both to participate in China’s recovery and growth.

2026-06-17

A German government spokesperson said Russia cannot achieve a military victory in the war in Ukraine and that the Russian people and economy are suffering from the war.

A German government spokesperson said Russia cannot achieve a military victory in the war in Ukraine and that the Russian people and economy are suffering from the war.

2026-06-17

德国政府发言人：俄罗斯无法在乌克兰战争中取得军事胜利，俄罗斯人民和经济正在战争中遭受痛苦。

德国政府发言人：俄罗斯无法在乌克兰战争中取得军事胜利，俄罗斯人民和经济正在战争中遭受痛苦。

2026-06-17

A JP Morgan Asset Management global markets strategist said the recent oil-price decline, prompted by a temporary US–Iran peace agreement due Friday, has cooled energy prices and opened selective value opportunities in European equities beneath headline indices. With the yield curve steepening, bank stocks “still have further upside,” and chemicals look attractive given their energy sensitivity and would gain if the recent oil shock reverses. He added market expectations that the ECB needs furth

A JP Morgan Asset Management global markets strategist said the recent oil-price decline, prompted by a temporary US–Iran peace agreement due Friday, has cooled energy prices and opened selective value opportunities in European equities beneath headline indices. With the yield curve steepening, bank stocks “still have further upside,” and chemicals look attractive given their energy sensitivity and would gain if the recent oil shock reverses. He added market expectations that the ECB needs further hikes “appear overestimated.” He said 2025’s theme of embracing global asset diversification should continue as investors begin to navigate past the worst of the shock.

2026-06-17

AI-driven demand has pushed copper prices so that the metal value of Japan's 10-yen coin now exceeds its face value. JX Advanced Metals, Mitsui Kinzoku and Mitsubishi Materials say the coin is about 95% copper, 4% zinc and 1% tin; using Japan exchange benchmark prices the metal content is worth roughly 10.4 yen. Japan depends on imported copper concentrate, leaving its domestic industry exposed to global price swings; JX Metals' domestic benchmark copper price was up 56% YoY as of May. Local med

AI-driven demand has pushed copper prices so that the metal value of Japan's 10-yen coin now exceeds its face value. JX Advanced Metals, Mitsui Kinzoku and Mitsubishi Materials say the coin is about 95% copper, 4% zinc and 1% tin; using Japan exchange benchmark prices the metal content is worth roughly 10.4 yen. Japan depends on imported copper concentrate, leaving its domestic industry exposed to global price swings; JX Metals' domestic benchmark copper price was up 56% YoY as of May. Local media report a spike in water-meter thefts targeting copper-alloy components, with hundreds taken across multiple cities.

2026-06-17

NATO Secretary-General Rutte said the Iran agreement enhances security for all.

NATO Secretary-General Rutte said the Iran agreement enhances security for all.