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Waller plans to launch a reform of the Federal Reserve's communication framework starting from the June FOMC meeting: the dot plot may be eliminated and forward guidance bias removed.

Waller plans to launch a reform of the Federal Reserve's communication framework starting from the June FOMC meeting: the dot plot may be eliminated and forward guidance bias removed.

``` The new Federal Reserve chair, Kevin Warsh, is preparing to implement the most profound institutional overhaul in decades at the world’s most influential central bank, with a core focus targeting its approach to market communication. According to a recent report by the Financial Times, several former senior Fed officials

Code up 300%, results up only 30%: The AI dividend faces an awkward reality

Code up 300%, results up only 30%: The AI dividend faces an awkward reality

``` AI is creating an illusion of efficiency. Code output has surged, but software releases have only modestly increased; cumulative enterprise AI spending has surpassed $1 trillion, yet actual cost savings are generally disappointing. Multiple recent studies point to the same unsettling conclusion for the market: The productivity dividend of AI

Japan's real wages have risen for four consecutive months; Nomura: A rate hike in June is "almost certain."

Japan's real wages have risen for four consecutive months; Nomura: A rate hike in June is "almost certain."

``` Japan’s real wage growth accelerated, registering positive growth for four consecutive months, providing strong support for a likely rate hike by the Bank of Japan this month. Nomura Securities’ Chief Market Economist stated that a June rate hike is “almost certain.” Data released by Japan’s Ministry of Health,

AI boom cools down, South Korean stock market plunges 5% and triggers a circuit breaker, spot silver falls over 2.5%.

AI boom cools down, South Korean stock market plunges 5% and triggers a circuit breaker, spot silver falls over 2.5%.

AI trading enthusiasm suddenly cooled down, global tech stocks experienced large-scale sell-offs, and the strong rally driven by AI narrative since the beginning of this year is facing its first severe test. The Korean Composite Stock Price Index dropped 5.3% under pressure, triggering the circuit breaker mechanism—this index

Elderly selling insurance to invest in stocks, record-high leverage! Signs of a stock market bubble are appearing frequently in South Korea, and the central bank is starting to closely monitor leverage.

Elderly selling insurance to invest in stocks, record-high leverage! Signs of a stock market bubble are appearing frequently in South Korea, and the central bank is starting to closely monitor leverage.

``` The Korean stock market has seen an epic surge driven by the AI semiconductor boom, but as margin balances soar to historic highs and retail speculative sentiment spreads, signs of market bubbles are appearing frequently. Margin balances in the Korean stock market have skyrocketed to a record 38 trillion won,

Are AI giants rushing to go public essentially a “getaway game” for capital, leaving ordinary people to pick up the tab?

Are AI giants rushing to go public essentially a “getaway game” for capital, leaving ordinary people to pick up the tab?

``` Anthropic recently submitted a secret IPO application; OpenAI quickly followed suit, with both AI giants racing to enter the public market. However, behind the impressive revenue figures, a more concerning issue is emerging: is this IPO frenzy an extension of technological dividends to the public, or a carefully planned exit

Yao Shunyu's First Appearance at the Tencent Conference: Why Join Tencent

Yao Shunyu's First Appearance at the Tencent Conference: Why Join Tencent

``` Author | Huang Yu On June 5, Tencent’s Chief AI Scientist Yao Shunyu appeared at the 2026 Tencent Cloud AI Industry Application Conference. This was Yao Shunyu’s first appearance and speech at a public Tencent conference since joining the company nearly half a year ago, and the event was