KN Market View 2025-05-25

#KNMarketView
Main Topics
Economics - Japan saw a notable pickup in core inflation in April
Bonds and Currencies - Japan's yield curve under pressure amid BOJ tapering and fiscal concerns
Commodities - Rice Gains on Supply Outlook, Steel Rebar Slips on China Property Risks
Equities - US Equities on a crossroad due to tariffs and credit concerns, imminent inflation
Crypto - US Progress on the GENIUS Bill in the U.S. JPMorgan Allows Clients to Buy Bitcoin
Weekly Paper Picks - The Inflation Gamble