ASML ２Q ロイター ASML tops Q2 estimates on AI chip demand ASML, the ​world's biggest supplier of equipment used ‌to manufacture computer chips, on Wednesday reported better-than-expected second-quarter revenue and profit, as demand from makers of artificial ​intelligence chips x.com/pequityresearc…

今回のティミラオス氏 ① 総合CPIはエネルギー価格下落で弱く見える ② でもFRBはそこを一番に見ていない ③ 今見るべきはコアCPI 最後の Core CPI is expected to land close to May’s +0.21% ここ重要💡 市場は総合CPIで一喜一憂するかもしれないけどFRBはコアを見ていますよ というメッセージ投稿

マイクロン決算メモ：今後の流れは データセンター→エッジAI→自動運転→ロボット。Average auto memory and storage content is expected to further increase as the mix shifts towards higher levels of autonomy with progressively higher levels of content.

@YoichiTakahashiThailand is expected to keep its key interest rate unchanged at a nearly four-year low to support its fragile recovery. タイ中央銀行の方が賢い。日本企業もアホ植田に見切りをつけて、タイに拠点を移し現地で資金調達した方が良い。

【市場反応】米5月雇用統計はポジティブサプライズ、年利上げ織り込みドル反発 | 市況 - 株探ニュース kabutan.jp/news/marketnew… [Market Summary] [Market Reaction] US May Employment Statistics Deliver Positive Surprise, Dollar Rebounds Amid Expected Annual Interest Rate Hike The US

*日銀、今月会合で利上げの公算＝ロイター *BOJ EXPECTED TO RAISE RATES IN JUNE - RTRS

Ethiopia holds elections with PM Abiy’s party expected to dominate aje.news/k9cqqq @AJEnglish エチオピア総選挙、9%成長追い風に与党優勢　権威主義で分断深まる - 日本経済新聞 nikkei.com/article/DGXZQO…