First Squawk
2.13K subscribers
30 photos
172 links
Download Telegram
Japan’s BOJ board member Masu warns that yen depreciation may lift inflation expectations and impact core inflation dynamics.
(@FirstSquaw)
President of China says tensions could escalate into conflict with Washington if the Taiwan issue is not managed carefully.
(@FirstSquaw)
FT reports that the BOE’s Breeden said early stablecoin proposals may have been too cautious, with the central bank actively exploring other options.
(@FirstSquaw)
Yield on the 10-year Japanese government bond increases to 2.620%, up 3.5 bps.
(@FirstSquaw)
Japan’s BOJ board member Masu warns that an energy shock triggered by the Iran conflict may have economic effects even worse than the 1973 oil crisis, citing risks to growth and prices.
(@FirstSquaw)
Japan’s BOJ board member Masu states that higher labor and logistics costs, plus yen weakness, are forming the basis of inflation.
(@FirstSquaw)
BOJ board member Masu says food prices are a key long-term determinant of future inflation.
(@FirstSquaw)
BOJ board member Masu says Japan is no longer in deflation and negative real interest rates should be addressed promptly.
(@FirstSquaw)
Japan’s BOJ board member Masu states that with rates near the estimated neutral level, further hikes will depend on broader economic indicators including inflation, jobs, and financial conditions.
(@FirstSquaw)
Japan’s BOJ board member Masu states he believes policy rates should be increased further into the neutral interest rate band.
(@FirstSquaw)
BOJ board member Masu warns that if inflation is not contained at an appropriate level, it could trigger a cycle where firms must raise wages further to retain workers.
(@FirstSquaw)
Japan’s BOJ board member Masu emphasizes the need for proper monetary policy to control inflation and sustain real wages.
(@FirstSquaw)
Taiwan says the United States has repeatedly confirmed its firm and clear support for the island, according to a government spokesperson.
(@FirstSquaw)
Taiwan thanks the United States for its long-standing support at all levels, according to a government spokesperson.
(@FirstSquaw)
Private equity backers slam ‘runaway’ legal costs from top law firms-FT
(@FirstSquaw)
UK manufacturers warn of ‘significant problems’ from steel tariff changes-FT
(@FirstSquaw)
Honda Motor Co expects North American car sales to reach 1.705 million units in FY2026/27.
(@FirstSquaw)
5-year JGB yield inches up 0.5 basis points, reaching 1.935%.
(@FirstSquaw)
Taiwan says the primary source of insecurity in the Taiwan Strait and Indo-Pacific is China’s military threat, according to a spokesperson.
(@FirstSquaw)
OpenAI reports discovery of a security issue in a common open-source npm library, TanStack.
(@FirstSquaw)
OpenAI says it has not found evidence of any access to user data.
(@FirstSquaw)