Equities: Global tech-led selloff deepens – Deutsche Bank

Deutsche Bank’s Early Morning Reid describes a broad slump in global equities driven by renewed doubts over the AI trade. The S&P 500 fell 0.51% with futures down further, while the Nikkei, CSI 300 and Hang Seng posted sharp declines.
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Japanese Yen: Supply, inflation and fiscal risks – Rabobank

Rabobank discusses Japanese Yen dynamics around Japan’s high debt-to-GDP ratio, fiscal credibility and the BoJ’s gradual policy normalization.
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