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Bank of Japan board member Ayano Sato: We need to pay attention to the downside risks to economic growth and the upside risks to inflation.

2026-06-30

Bank of Japan board member Ayano Sato: We need to pay attention to the downside risks to economic growth and the upside risks to inflation.

Other News
2026-06-30

Amanda Ng, portfolio specialist at Pulaisi Group, said in a report the next phase of AI-related investment opportunities is more likely to sit further upstream in the supply chain rather than with headline AI platforms or chipmakers. She singled out

Amanda Ng, portfolio specialist at Pulaisi Group, said in a report the next phase of AI-related investment opportunities is more likely to sit further upstream in the supply chain rather than with headline AI platforms or chipmakers. She singled out advanced packaging, semiconductor substrates and high-end printed circuit boards (PCBs) as increasingly critical: although they account for a small share of AI bill-of-materials, they can become chokepoints. Ng added that modest price increases in these components could materially boost manufacturers’ margins while remaining affordable for end customers.
2026-06-30

ECB Governing Council member Wunsch said the case for another rate hike is less clear than in June. He said the US‑Iran agreement has largely removed the shock's root. Markets are pricing another move but the necessity is weaker than previously expec

ECB Governing Council member Wunsch said the case for another rate hike is less clear than in June. He said the US‑Iran agreement has largely removed the shock's root. Markets are pricing another move but the necessity is weaker than previously expected; if a further hike is needed he would prefer to act swiftly, though not necessarily in July. Wunsch added inflation will show some second‑round effects and stay above target for several quarters, but he is not overly worried; he would not delay long if data warranted another rate increase, without committing to timing.
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