新闻信息流

BoJ: Middle East conflict, growth in al demand, fx volatility and their economic, price impact warrant attention

BOJ on risks: vigilance remains necessary over impact of higher crude oil procurement costs on economy and prices

boj: financial institutions' lending stance stays active

Dollar/yen holds decline after BoJ decision, last trades at 157.42

BOJ: demand for corporate funds is rising

BoJ: interest rate burden is sufficiently low for firms compared to profits

BOJ: real interest rates have risen recently but short-term rates stay low

Dollar/yen steady at 157.37 after Bank of Japan maintains interest rates, as expected

BOJ: risks to economic activity remain broadly balanced

BOJ: must prevent risk of inflation rising above target from materialising, exerting negative impact on economy later

BOJ: will implement monetary policy as needed to sustainably and stably meet inflation goal

BOJ: companies’ conduct shifting more toward increasing wages, prices

BOJ: crucial to anchor core inflation near 2% target

BOJ KEEPS OVERNIGHT CALL RATE AT 1.25% BOJ VOTES 8-1 ON RATE DECISION

BOJ: Medium- to long-term inflation expectations near 2%

BoJ: set sales pace at about 860 billion yen annually on book value basis

BOJ: will consider timing, pace of rate increases with focus on chances of economy, prices aligning with baseline scenario and risks

BOJ: will keep raising interest rates amid economic, price and financial condition changes

OJ: plans to offload ETF holdings worth about 0.1% of market trading value

BoJ: risks to prices tilted toward upside

BoJ’s Takata: situation has entered new phase requiring faster approach to neutral interest rate

BOJ: must monitor risk of inflation rising unexpectedly, causing negative effects on economy later

BoJ’s Takata: core CPI inflation has reached price stability target

BoJ Maintains Short-Term Interest Rate Target At 1.25%, As Expected

OJ: Core inflation hits levels generally aligned with price target

OJ: risk underlying inflation could exceed price target

BOJ: core inflation likely to stay near levels consistent with price target

Oj: board's core-core CPI fiscal 2027 median projection at 2.7% vs 2.6% in July

RBI keeps short-term interest rate target at 12.5%

BOJ board member Takata suggests lifting short-term interest rate target to 1.5%, board rejects proposal

BOJ board member Takata dissented on rate decision

Oklahoma board: real GDP fiscal 2026 median forecast at +0.7% vs +0.6% in July

BOJ: underlying inflation has hit levels in line with price target

BOJ sets rate policy with 8-1 vote

BOJ: board's core CPI fiscal 2026 median projection at 2.5% vs 2.5% in July

BOJ holds short-term interest rate target at 1.25%

BoJ keeps policy rate unchanged at 1.25%, as expected

【最新内容：unusual_whales @unusual_whales · 2026-10-30T02:58:00.000Z】 Alphabet reported earnings per share of $2.12, missing the $3.01 estimate by $0.89, while revenue of $127.58 billion also missed expectations. Read more: [链接预览] Alphabet Q3: EPS $2.12 vs $3.01 Est, Revenue $127.58B, Cloud Up 103% 【回复上下文：unusual_whales @unusual_whales · 2026-10-28T20:04:56.000Z】 BREAKING: Google, $GOOGL, earnings: - EPS: $2.12, est: $3.01 - Revenue: $127.5 billion, est: $127.9 billion

Piper Sandler Raises Arthur J. Gallagher’s Price Target to $308 From $287

【最新内容：Evan @StockMKTNewz · 2026-10-30T02:52:31.000Z】 Joby Aviation will be flying its electric air taxi tomorrow morning at 9AM ET in St. Petersburg, Florida 【引用内容：Joby Aviation @jobyaviation · 2026-10-28T13:35:38.000Z】 Electric vertical lift has arrived in Florida. 🍊 Friday, we fly across Tampa Bay. Who’s coming to watch? x.com/jobyaviation/s…

South Korea to Continue Backing Ukraine Despite Diplomatic Tensions, Adviser Says - YONHAP

Cyera discusses raising funds in round that could almost double valuation to $20 billion: The Information

Lebanese Church Damage & Viral Soldier Photo Prompt Calls For Pope's Intervention

Binance Says Security Breach Involved Unauthorized Access to Service Container Through Compromised Laptop

Compromised DevOps Engineer Laptop May Be Linked to Binance Security Incident, Initial Probe Finds

BoJ decision due shortly: hold at 1.25% expected, December signal in focu

Stocks slump, bonds leap as AI giants' spending spooks investors. Tech shares slumped in Asia on Friday, the yen rose and bonds surged toward their biggest monthly gain in nearly three years as investors scurried to safety against worries that huge and rising AI spending may not deliver sufficient returns. Shares in Google parent Alphabet GOOG fell 12.6% on Wall Street and slid a little further after hours, to wipe out a withering $500 billion in market value, as massive AI spending turned the company's cash flow negative. An aftermarket plunge of 23% in Intel shares INTC and a drop of 7% in Amazon AMZN stocks, as they too burn through cash, drove Nasdaq 100 futures NQ1! down 1.4% and sent stocks of chipmakers around Asia into a tailspin. "The market isn't necessarily questioning whether the AI buildout can be financed," said Pepperstone analyst Chris Weston. "It's increasingly questioning whether shareholders will earn an adequate return on the enormous capital being deployed." Nerves were also frayed by a potentially record-breaking hack at Binance, the world's biggest cryptocurrency exchange, which drove down bitcoin BTCUSD , other cryptocurrency prices and stocks including rival exchange Coinbase COIN . South Korea's KOSPI KOSPI slumped 5% for an October fall of more than 17%. Japan's Nikkei NI225 fell 3%. In China, the blue chip CSI300 3 399300 headed for its largest monthly fall in a decade, after nearly four months of AI stocks tanking on fears that a slowdown in demand for chips and other data centre equipment could crush revenues. BOJ EXPECTED TO HOLD Investors' rush into bonds was further spurred further by the Federal Reserve's Wednesday decision to keep US interest rates on hold, with no firm projection of when it might need to hike next. Benchmark 10-year US Treasury yields US10Y fell by more than 7 basis points in Tokyo trade on Friday to 4.91% for a fall of some 37 bps through October — the largest one-month drop since December 2023. Two-year yields (US2YT=RR) dropped by more than 8 bps to 4.57% and Fed funds futures rallied as investors dialled back some expectations for US rate hikes. Yields fall when bond prices rise. The Bank of Japan is expected to leave rates on hold later on Friday in a decision that will cap a week of major central bank meetings. The risk-averse mood strengthened haven currencies such as the yen and Swiss franc, with the yen USDJPY up about 0.2% at 157.47 per dollar and the franc USDCHF at 0.8213 to the dollar and not far from a one-month high. The euro EURUSD inched up 0.1% to $1.1194. "Key to watch will be how BOJ characterise the recent global bond market volatility," said Howe Chung Wan, head of Asian fixed income at Principal Asset Management. Investors would watch for how the moves influenced the bank's assessment of the current status of monetary policy, and whether it remains accommodative or is close to approaching neutral, he added. "This will guide the market for the pace and extent of further tightening in 2027."

Look at this. Dan Ives, @DivesTech, has said that the US is ahead of China in tech. This was on the Unusual Whales podcast, Unusual Bets.

Washington Reaffirms Willingness to Proceed With OPCON Transfer, South Korean Adviser Says

Seoul Reaffirms Commitment to Ukraine Support as Part of Global Efforts