Odaily Planet Daily reports that US President Trump stated on the 16th that the US and Iran have successfully signed a memorandum of understanding online, and that negotiations for a US-Iran agreement have now entered the second phase, "which should be easier than the first phase." He also stated that the US will not invest any funds in Iran. (Xinhua)

UBS Global Wealth Management has postponed its expectations for Federal Reserve rate cuts to March and June 2027, and no longer anticipates any rate cuts this year. The firm stated that this move reflects its assessment that this week's meeting will release hawkish signals. UBS now expects the Fed to cut rates by 25 basis points each in March and June next year, compared to its previous forecast of 25 basis point cuts in December 2026 and March 2027. The Fed will announce its interest rate decision this week, which will be the first meeting under the new chairman Warsh, with the market widely expecting rates to remain unchanged. UBS Global Wealth Management analysts stated in a report dated June 15th: "Although Warsh has previously expressed a more dovish stance, we expect the tone of this meeting to be more hawkish, both in the statement and the dot plot." UBS stated that major central banks will not hastily shift to a more dovish policy stance simply because of the US-Iran agreement. Conversely, as developments unfold and data released in the coming months gradually reveal whether the energy shock is triggering a second round of inflation, central banks are likely to maintain a cautious stance. (Jinshi)

According to a Bank of America survey, the rally in artificial intelligence (AI) stocks appears poised to continue. Most investors believe that FOMO (Fear of Missing Out) continues to drive this trading theme. In the bank's monthly survey, approximately 56% of fund managers chose the word "boom" to describe the current stage of the AI cycle. This typically refers to a period where market rallies continue to build momentum, attracting more investors who are afraid of missing out. Only 21% of respondents believed the sector had entered a "frenzy" phase, where stock valuations have been pushed to extreme levels; another 9% described AI as being in a "profit-taking" phase. The survey covered investors managing $465 billion in assets and was conducted from June 5th to June 11th, just before SpaceX's IPO. However, the survey also revealed some investor concerns about the technology sector. Four-fifths of respondents considered buying and holding global semiconductor stocks the most crowded trade in the current market, a record high for the survey. Overall, investors slightly reduced their overweight position in the technology sector from 33% to 26%, and their overweight position in global equities from 50% to 38%. (Jinshi)

According to Ben Powell of BlackRock Think Tank, following the Bank of Japan's (BOJ) rate hike to its highest level since 1995, the central bank is likely to proceed cautiously with further rate increases. Domestically, robust wage growth, strong underlying inflation, and deeply negative real interest rates support the case for tightening policy. Internationally, hopes for de-escalation in the Middle East have eased the threat of a continued energy shock, which should help curb imported inflation. Nevertheless, the risk of inflation exceeding the BOJ's 2% target remains. The institution maintains an underweight position in Japanese government bonds, expecting rate hikes, high global term premiums, and large-scale issuance to continue to exert upward pressure on yields. Over a 6-12 month timeframe, the institution is neutral on Japanese equities, as imported energy costs could still drag down returns. In the long term, the institution maintains an above-benchmark allocation, as inflation and wage trends support corporate profitability. (Jinshi)

According to an official announcement, Alphabet Inc. (GOOGL) previously announced a cash dividend. Bitget has distributed the dividend proportionally based on users' rGOOGL holdings at the time of the snapshot. The snapshot was taken at 20:00 EDT on June 7 (08:00 Beijing time on June 8). Users holding rGOOGL at the time of the snapshot will automatically receive the dividend without any further action. The dividend is $0.22 per share and has been distributed to user accounts in USDT. Under US tax law, securities custodians withhold a 30% federal withholding tax on dividend income. More details can be found on the Bitget official platform.