June 2026

• The European Central Bank (ECB) reported monetary developments for the euro area as of June 2026. • Data shows a divergence in deposit growth, with household deposits slowing to a 2.6% annual growth rate from 2.8% in May. • Conversely, deposits from non-financial corporations saw an increase in their annual growth rate, rising to 5.3% in June from 4.2% in May.

• Menlo Park-based 8090 Solutions, an AI-native software development platform, has raised a total of $135M in funding. • Founded in 2024 by Chamath Palihapitiya and Sina Sojoodi, the company operates through its "Software Factory" platform. • The funding round includes backing from several high-profile investors, including Craft Ventures, Salesforce Ventures, LAUNCH, WndrCo, and S32.

• Global cyberattacks increased by 17% in June 2026, according to new threat intelligence released by Check Point Software Technologies. • The surge was driven by a sharp rise in attack volumes, specifically targeting organizations through ransomware incidents and AI-driven security risks. • This trend highlights the growing danger of artificial intelligence being weaponized to enhance the scale and sophistication of cyber threats.

• The Federal Reserve's June 16-17, 2026, FOMC minutes highlight how ongoing conflict in the Middle East is negatively impacting global economic activity. • Key pressures include rising energy costs and declining consumer and business confidence, specifically affecting Europe and lower-income Asian economies. • Foreign headline inflation has surged due to sharp increases in retail energy and producer prices across these regions.

• The European Central Bank (ECB) held a meeting on June 10-11, 2026, to assess economic conditions and maintain price stability within the euro area. • Data indicated global economic growth (excluding the euro area) reached 0.7% quarter-on-quarter in Q1 2026, slightly down from 0.8% in Q4 2025. • Survey indicators suggest that this global economic expansion is likely to continue through the second quarter of 2026.

• The Federal Reserve released the official minutes from the Federal Open Market Committee (FOMC) meeting conducted on June 16–17, 2026. • These documents provide a detailed record of the discussions and deliberations held by the central bank's policymakers regarding the U.S. monetary system. • The release is critical for investors and economists as it offers insight into the Fed's current stance on inflation, interest rates, and economic stability.

• Monthly market valuation updates indicate that U.S. stock indexes remain significantly overvalued, signaling a need for cautious investment return expectations. • The analysis specifically utilizes the P/E10 ratio to assess market pricing and examines its direct correlation with inflation and 10-year Treasury yields. • This valuation gap matters as it suggests that current stock prices may not be sustainable relative to historical norms and economic indicators.