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Jul 31, 2026
The BOJ held rates at 1%, but its new outlook says global AI demand is lifting semiconductor costs and could push Japan’s durable-goods inflation higher.
Jul 30, 2026
The policy rate stayed at 3.50% to 3.75%, but the 30-year yield climbed to a 19-year high as investors raised the price of long-term capital.
Jul 29, 2026
South Korea’s market had become so concentrated in two chipmakers, and so dependent on borrowed exposure, that a real earnings disappointment turned into forced liquidation.
Jul 28, 2026
Supplier financing can accelerate real investment, but the terms of Nvidia’s reported support will show whether it’s helping OpenAI bridge a timing gap or assuming risks that outside lenders won’t bear on their own.
Jul 27, 2026
Industrial profits rose 18.7% in the first half, but electronics and raw materials supplied 17.3 percentage points of the increase while consumption, property and private investment remained weak.
Jul 24, 2026
A confirmed strike on a Saudi tanker left the Red Sea open, but made the oil shock harder for markets to treat as temporary.
Jul 23, 2026
Cloud revenue surged 82%, but Alphabet spent more on infrastructure than its operations generated, stopped repurchasing shares and raised nearly $70 billion from outside investors.
Jul 22, 2026
AI demand lifted Japanese exports nearly 20 percent, but higher oil and a 40-year-low yen pushed imports to a record and left policymakers facing a harder inflation choice.
Jul 21, 2026
Ceasefire hopes pulled Brent below $89 even as Hormuz traffic fell again and Saudi Arabia’s Red Sea alternative came under threat.
