Is Japan's interest rate hike imminent? The OECD forecasts that rates will rise significantly to 2% by the end of next year.

On this Wednesday, the Organization for Economic Co-operation and Development (OECD) released a report forecasting that the Bank of Japan is expected to raise its short-term policy interest rate from the current 0.75% to 2% by the end of 2027. This assessment supports the hawkish stance adopted by the Bank of Japan ahead of its June policy meeting.

cls.cn12:57

Nikkei May Decline Amid Uncertainty Over Iran Conflict -- Market Talk

WSJ07:48

Is the AI bull market overheating? Capital inflows into U.S. equities are starting to slow down, and the next wave of gains may depend on whether South Korean stocks trigger FOMO.

The AI-driven rally accelerated again last week, but several quantitative signals have already issued warnings: the Nasdaq has exhibited a combination of 'rising spot prices alongside rising volatility,' with the VIX continuing its downward trend while the VXN has seen a noticeable rebound. The skew of options on U.S. tech stocks is rapidly declining, and the process of quantitative funds covering their short positions is nearing completion. In other words, while the AI-driven trading in U.S. equities has not been declared over, the fuel to sustain further price increases through short-covering is diminishing. A core statement from Nomura's research report released on May 11 was straightforward: 'At least as far as U.S. equities are concerned, the AI rally may be catching its breath.' However, this framework does not place the reversal signal within the Nasdaq itself but rather links it to South Korea.

wallstreetcnMay 12 10:47

Nomura: Upward revision of year-end target for Nikkei 225 to 63,000 points

Nomura Securities raised its year-end target for the Nikkei 225 Index from 60,000 points to 63,000 points on May 12, according to Gelonghui.

Gelonghui FinanceMay 12 09:33

The High Municipal Government Sends a 'Cautious' Signal! Is the Bank of Japan Slowing Down Its Rate Hike Pace?

A government advisory panel in Japan has warned that the Bank of Japan should exercise caution in formulating its monetary policy, given the deteriorating corporate financing environment and uncertainties stemming from the situation in the Middle East. This has introduced variability into the market's previously strong expectations for an interest rate hike in June.

Golden10 DataMay 11 20:04

Nikkei May Rise on Signs of U.S. Economic Strength -- Market Talk

WSJMay 11 07:44