2026-09-24

Fed's Williams said he views the AI boom as more of a conventional demand shock; the key is how long chip supply challenges persist.

Fed's Williams said he views the AI boom as more of a conventional demand shock; the key is how long chip supply challenges persist.

2026-09-24

美聯儲威廉姆斯：我認爲人工智能的繁榮更像是傳統的需求衝擊，關鍵在於芯片供應挑戰會持續多久。

美聯儲威廉姆斯：我認爲人工智能的繁榮更像是傳統的需求衝擊，關鍵在於芯片供應挑戰會持續多久。

2026-09-24

Japan's finance minister Katayama said the principles behind the July US-Japan joint FX intervention remain in effect, signaling the government is prepared to act again with the United States if needed. The remarks helped the yen end a four-day losing streak. Last week's Bank of Japan rate hike to a 31-year high has not convinced investors the central bank will accelerate tightening, leaving sentiment fragile. HSBC senior FX strategist Daragh Maher said the yen may struggle in coming weeks but t

Japan's finance minister Katayama said the principles behind the July US-Japan joint FX intervention remain in effect, signaling the government is prepared to act again with the United States if needed. The remarks helped the yen end a four-day losing streak. Last week's Bank of Japan rate hike to a 31-year high has not convinced investors the central bank will accelerate tightening, leaving sentiment fragile. HSBC senior FX strategist Daragh Maher said the yen may struggle in coming weeks but the persistent threat of intervention should help limit USD/JPY upside. He added that early-September's yen spike has reversed and, with positions less extreme, another large short-covering squeeze is unlikely.

2026-09-24

Former Dallas Fed president Robert Kaplan said the bond market has been too aggressive in pricing Fed rate hikes. He called a September hike the right decision, said a December hike could be reasonable, but suggested pausing in October may be appropriate. Kaplan described inflation as concerning on both monthly and annual measures and said monthly inflation annualized is close to 3%. He noted the Fed dot plot implies one more hike this year, while markets had priced at least three additional hik

Former Dallas Fed president Robert Kaplan said the bond market has been too aggressive in pricing Fed rate hikes. He called a September hike the right decision, said a December hike could be reasonable, but suggested pausing in October may be appropriate. Kaplan described inflation as concerning on both monthly and annual measures and said monthly inflation annualized is close to 3%. He noted the Fed dot plot implies one more hike this year, while markets had priced at least three additional hikes through next June as of Thursday morning. Kaplan added that AI infrastructure and defense spending are strong, whereas autos, housing-related firms and businesses serving low- and middle-income consumers are weak or sluggish, and sectors most sensitive to the federal funds rate are not overheating.

2026-09-24

Pakistan's prime minister said he remains hopeful progress can be made between Iran and the United States.

Pakistan's prime minister said he remains hopeful progress can be made between Iran and the United States.

2026-09-24

巴基斯坦總理：我們對伊朗和美國之間取得進展仍然抱有希望。

巴基斯坦總理：我們對伊朗和美國之間取得進展仍然抱有希望。