Summary: Nvidia CEO Jensen Huang says markets are misjudging AI’s impact on software firms. Huang argues AI will enhance, not replace, companies like ServiceNow. Q4 …
Confidence remains high, but rising cost and wage pressures keep inflation risks alive. Summary: Business confidence fell 5 points to 59.2 but remains elevated. Own-activity …
Ueda keeps March and April rate-hike window open, says wage gains could speed target timing. Earlier here, recapping now ICYMI. Summary: Ueda keeps tightening bias …
US Secretary of State Rubio said Iran is pursuing intercontinental ballistic missiles and called Tehran’s refusal to discuss them a “big, big problem.” Talks Thursday …
IMF’s Georgieva says tariffs lifted goods inflation, backs gradual Fed easing and deficit action. Summary: Goods inflation partly tariff-driven Fed funds at 3.25%–3.5% consistent with …
IMF sees solid US growth but warns rising deficits and debt heighten vulnerabilities. Summary: IMF completes US Article IV review 2026 growth seen at 2.4% …
Ueda keeps tightening bias intact, flags further hikes if outlook firms. Summary: Ueda reiterates conditional tightening bias Rates to rise if outlook materialises Underlying inflation …