2026.07.03
Funding the AI Mega-trend – Equity Upside vs. Bondholder Protection
► Hawkish Fed and Persistent Inflation
► AI Capex and Surging Cost of Capital
► Defensive Fixed-Income Strategies
2026.07.14
Semiconductors and Banks Drive Japan Equities
Minutes from the Fed’s June meeting showed growing concern over inflation risks, with officials significantly raising their 2026 inflation forecasts. The Fed is therefore likely to keep inflation as its policy priority in the near term...