USD/JPY trade idea

Samsung is expected to post an 18-fold jump in Q2 operating profit to a record 86 trillion won, driven by an AI-fuelled memory shortage, with analysts flagging bonus provisions and AI spending as key swing factors.

India's Nifty 50 is drawing investors seeking shelter from AI-driven market swings, with volatility near a one-year low as a stabilizing rupee, falling oil prices and an upcoming earnings season brighten the outlook.

Weekend - Anthropic’s plans to buy 1.4GW of Aussie data centre capacity, worth $US15 bn

Micron's AI demand fuels earnings! Stock price targets hit $2000, signaling strong momentum.

The yen steadied near 161.2 per dollar after a 40-year low, with Japan's Katayama reaffirming close contact with Washington on FX, as rising bankruptcies and a 30-year high JGB yield keep pressure on policymakers heading into the new week.

6-mo Treasury yields hit 4% as Fed hints at hikes. Bond market signals more hikes needed despite weak jobs.

NZIER's Monetary Policy Shadow Board narrowly favours holding the OCR at 2.25% in July, but calls it a line-ball decision against a 25bp hike, with members still agreeing rates should reach 3 to 3.25% within a year.