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the Oxford Economic Research Institute stated: "If the Bank of Japan continues to lag behind the situation, the term premium is very likely to rise. The rise in Japanese government bond yields will worsen fiscal conditions, weaken the yen, and intensify inflation expectations, which in turn will increase the pressure for the yield curve to steepen further. The market expects the Bank of Japan to take action first, but the outcome may disappoint them. The Bank of Japan is expected to keep the interest rate unchanged at 0.75% this week and to raise it only once more before mid-2026, reaching a final rate level of 1%." 

Foresight News reported that Taiko announced its Shasta upgrade is nearing completion. This upgrade is a redesign of the protocol, aiming to simplify the protocol and improve efficiency. Shasta reduces proposal costs by 22 times and proof costs by 8 times. The upgraded protocol revolves around three contracts: Inbox, Anchor, and SignalService. Inbox is used for proposal and proof processing, Anchor is used to inject L1 state to support deposits and cross-layer messages, and SignalService is used to handle cross-layer messages and token transfers. According to the plan, the Hoodi testnet will be upgraded in the coming weeks. After the final tests are passed, Shasta will be submitted as a proposal to Taiko DAO, and mainnet activation will depend on verification and community approval.

Jinse Finance reported that Nomura Asset stated on Thursday that it expects US inflation to fall to 2% as early as the end of this year. However, US Treasury yields will remain in a high range in the short term. In addition to US Treasuries, it is recommended to increase allocations to higher-yielding bonds such as emerging market debt and financial bonds. Richard Hodges, manager of the Nomura (Ireland) Global Multi Asset Income Bond Fund, believes that since inflation is still well above target, the Federal Reserve's rate cuts will be gradual. The US government's continued fiscal spending will put upward pressure on long-term yields. "The fastest scenario is that US inflation will fall to 2% by the end of this year, because Trump wants to cut rates further, and the new Fed chair will definitely be more compliant," said Hodges. He pointed out that the current interest rate futures market has fully reflected the expectations of the dot plot, but with Trump using all his influence to intervene, the policy rate cuts will be greater than expected. "But that's for the future; for now, there won't be much change, and yields will just move sideways." He is also optimistic about emerging market bonds, saying that not only do they offer higher yields, but they will also benefit from the continued decline of the US dollar. By adopting a diversified allocation strategy among emerging countries, he is optimistic about countries such as Romania that are integrating into the EU and the Eurozone, expecting them to experience yield spread convergence and have the opportunity to increase capital gains.