How Asia’s AI chip boom is linking Korea, Japan, TSMC, and US tech through memory demand, foundry capacity, yen moves, export risks, and earnings signals.
US April nonfarm payrolls are forecast at 60k after March's 178k gain, while slowing wage growth and volatile BLS data cloud the labour market outlook.
Rising yields can reshape equity leadership, pressuring long-duration growth while pushing traders to watch value, cash flow, real yields, and the dollar.
At the April Fed meeting, rates held at 3.75% with little chance of change. Powell may hold his last press conference; Warsh favors trimmed-average inflation.
The IMF’s 2026 scenarios show how equity indices could respond differently to energy shocks, inflation, yields, and regional exposure across global markets.
