Nikkei 225 Closes at Fresh Record as Yen Weakness Reignites Bank Rally
Mitsubishi UFJ and SMFG led financials higher after the dollar-yen rate touched 158.
Securities
Equities, fixed income, and the institutional capital markets in Asia.
KOSPI Hits Fresh Record as Samsung Guides HBM4 Above Consensus
Memory cycle inflection: Samsung raised its HBM4 ASP guide by 18%.
AI Memory Cycle 2026: HBM4 Carries the Second Half, DDR5 Lags
HBM unit shipments will outpace DRAM by 4.6x in 2026, per TrendForce.
US 10-Year Yield Holds the 4% Handle as Fed Priced for One Cut
Fed Funds futures now imply 1 cut in 2026 (down from 3 in January).
