U.S.-Iran War Cost Rises, Trump Says It Will End on His Terms
The headline reports that the cost of the U.S. war with Iran has risen. It also quotes Trump saying the war will end “when I want.”
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China’s 4F² Memory Technology Poses Potential Challenge to Micron
China’s ChangXin Memory Technologies says it has made progress with 4F² memory technology and plans to introduce a product before year-end. The article says the technology could increase memory density and that competition may pressure prices and margins, while noting uncertainty over ChangXin’s ability to manufacture
Intermediate JGBs seen outperforming shorter, longer maturities
Morgan Stanley said it remains positioned in intermediate Japanese government bonds, expecting shorter- and longer-tenor bonds to underperform. The bank cited faster Bank of Japan hike pricing and shifting pension-rebalancing expectations.
Forex and bond roundup flags euro, France debt concerns
Market Talk comments pointed to euro resilience versus French fiscal worries, rising French sovereign credit risk and steadying Treasury yields. The roundup also cited Germany’s improved growth outlook and an upcoming Canadian jobs report.
Trump's Tax Cuts, Diesel Prices, CFTC Nominations and More: This Week in Politics
As the week wraps up, here’s a quick recap of the major political events that unfolded over the past few days. Mike Johnson Says Trump’s ‘Largest Tax Cut in History’ Is Putting More Money in Americans’ Pockets House Speaker Mike Johnson (R-La.) praised the Trump administration’s tax policies, which include tax breaks f