BOJ Signals Potential Rate Hikes; Nvidia Earnings to Show China Export Impact
Key Takeaways
- BOJ's Ueda signaled potential rate hikes amid inflation risks.
- Nvidia earnings are expected to reveal China export restriction impact.
- Japan's net external assets hit a record, but lost top creditor spot.
- Japan considers trimming super-long bond issuance; yields plunged.
- Fed’s Kashkari calls for steady rates, awaits tariff clarity.
Top Stories
BOJ signals potential rate hikes amid inflation risks
On 2025-05-26, the Bank of Japan's (BOJ) Ueda flagged underlying inflation risks and indicated the potential for further rate hikes.
Nvidia earnings to reveal China export restriction impact
On 2025-05-27, it was reported that Nvidia's earnings are expected to reveal the impact of US export restrictions on China.
Japan's net external assets record, loses top creditor spot
On 2025-05-26, it was reported that Japan's net external assets hit a record high, but the country surrendered its position as the world’s top creditor.
Japan considers trimming super-long bond issuance; yields plunge
On 2025-05-27, Reuters reported that Japan is considering trimming super-long bond issuance, according to sources. Consequently, Japan’s super-long bond yields plunged on speculation of these issuance cuts.
Fed's Kashkari calls for steady rates, awaits tariff clarity
On 2025-05-27, it was reported that Fed’s Kashkari is calling for steady rates and awaits clarity on the impact of tariffs.
Deals & Financing
Harmony Gold to acquire Mac Copper for $1 billion
Published on 2025-05-27, South Africa’s Harmony Gold will acquire Australia’s Mac Copper for $1 billion.
Turkcell secures USD 150M financing for growth
Published on 2025-05-26, Turkcell secured USD 150 million Murabaha financing from Dubai Islamic Bank PJSC to accelerate growth and innovation.
Forex Frontlines
Mixed shares, struggling dollar amid Trump's tariff concerns
On 2025-05-26, reports indicated that shares were mixed and the dollar struggled due to concerns surrounding Trump's tariffs.
Dollar firm, yen slips as Japanese yields slump
On 2025-05-26, it was reported that the dollar was broadly firm, while the yen slipped as Japanese yields slumped.
Stock Insights
Opera shares surged 61% after Fair Value signal
Morgan Stanley cut NSA stock rating, lowered price target
Teradyne poised for AI-driven growth
Published on 2025-05-26, Teradyne’s SWOT analysis indicates that the semiconductor tester stock is poised for AI-driven growth.
Citi initiates DLocal with Buy rating, $14.60 target
Citi initiated DLocal stock with a Buy rating and sets a target price of $14.60, published on 2025-05-27.
Manulife poised for growth amid industry shifts
Manulife’s SWOT analysis indicates that the life insurer’s stock is poised for growth amid industry shifts, according to a report published on 2025-05-26.
Earnings Season
Okta, SeaCube, Semtech earnings reports scheduled for Tuesday
Market Snapshot
Canada, India, Norway stocks closed higher on 2025-05-26
On 2025-05-26, Canada, India and Norway stocks closed higher. The S&P/TSX Composite in Canada was up by 0.75%, India's Nifty 50 increased by 0.60%, and Norway's Oslo OBX rose by 1.14%.
Colombia stocks closed lower, COLCAP down 0.11%
Rate Hikes/Cuts
UBS predicts ECB depo rate cut to 2% on 2025-06-05
UBS predicts the ECB depo rate will be cut to 2% on 2025-06-05, according to a report published on 2025-05-27.
Bank of Korea expected to cut rate on 2025-05-29
According to a Reuters poll published on 2025-05-26, the Bank of Korea is expected to cut its rate on 2025-05-29.