Impax Asset Management Group plc lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,591,543 shares of the software giant's stock after purchasing an additional 33,535 shares during the period. Microsoft accounts for 4.8% of Impax Asset Management Group plc's portfolio, making the stock its 2nd largest holding. Impax Asset Management Group plc's holdings in Microsoft were worth $769,702,000 at the end of the most recent reporting period. Several other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the period. Bayforest Capital Ltd bought a new stake in shares of Microsoft during the third quarter worth approximately $38,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares during the period. Sellwood Investment Partners LLC bought a new stake in shares of Microsoft during the third quarter worth approximately $49,000. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft during the second quarter worth approximately $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds. Get Microsoft alerts: Sign Up Microsoft Stock Down 0.5% Shares of MSFT opened at $419.09 on Friday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm's 50 day moving average is $399.10 and its 200-day moving average is $437.61. The stock has a market capitaliza...

Munich Reinsurance Co Stock Corp in Munich grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 319,747 shares of the software giant's stock after purchasing an additional 31,011 shares during the quarter. Microsoft makes up 3.8% of Munich Reinsurance Co Stock Corp in Munich's portfolio, making the stock its 2nd largest holding. Munich Reinsurance Co Stock Corp in Munich's holdings in Microsoft were worth $155,870,000 as of its most recent filing with the Securities and Exchange Commission. Other institutional investors also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd bought a new position in Microsoft in the 3rd quarter worth approximately $38,000. Fairway Wealth LLC grew its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after buying an additional 66 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in Microsoft in the 3rd quarter worth approximately $49,000. Finally, University of Illinois Foundation bought a new position in Microsoft in the 2nd quarter worth approximately $50,000. 71.13% of the stock is owned by institutional investors. Get Microsoft alerts: Sign Up Insiders Place Their Bets In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at appr...

文章提及标的 金诚信 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

BlackRock Chief Investment Strategist Wei Li says artificial intelligence is driving a lot of the major earnings upgrades in equity markets. "We can look at AI lifting the whole market, but identifying where the bottlenecks are is a good active play," Li tells Bloomberg Television. (Source: Bloomberg)

Provident Investment Management Inc. trimmed its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 226,338 shares of the information services provider's stock after selling 11,018 shares during the period. Alphabet accounts for about 6.5% of Provident Investment Management Inc.'s investment portfolio, making the stock its 3rd biggest holding. Provident Investment Management Inc.'s holdings in Alphabet were worth $71,025,000 as of its most recent filing with the Securities and Exchange Commission. Several other institutional investors and hedge funds have also recently modified their holdings of GOOG. Tradewinds LLC. increased its stake in Alphabet by 2,134.8% during the 3rd quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider's stock valued at $10,984,000 after purchasing an additional 43,080 shares in the last quarter. Kathmere Capital Management LLC increased its stake in Alphabet by 8.5% during the 4th quarter. Kathmere Capital Management LLC now owns 29,896 shares of the information services provider's stock valued at $9,381,000 after purchasing an additional 2,341 shares in the last quarter. Atlantic Union Bankshares Corp increased its stake in Alphabet by 31.3% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider's stock valued at $86,345,000 after purchasing an additional 84,553 shares in the last quarter. Baltimore Washington Financial Advisors Inc. increased its stake in Alphabet by 0.9% during the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider's stock valued at $53,920,000 after purchasing an additional 2,009 shares in the last quarter. Finally, Newbridge Financial Services Group Inc. increased its stake in Alphabet by 7.5% during the 4th quarter. New...

文章提及标的 香港交易所 -- 药明康德 -- 摩根士丹利 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇5月22日｜有投资者在互动平台向时代电气提问：与英飞凌科技公司相比，贵司在功率半导体领域有没有差距、有哪些差距？时代电气回复称，公司IGBT产品对标行业顶尖企业，从应用端反馈来看产品的性能和质量均达到行业先进水平。

文章提及标的 舜宇光学科技 -- 香港交易所 -- 贝莱德 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

土耳其一家上诉法院21日裁定，最大反对党共和人民党2023年党内选举结果无效，现任党主席厄兹居尔·厄泽尔不能继续任职。该党指认这一裁决带有政治动机，如同“政变”。共和人民党21日拒绝承认上诉法院裁决，称其“不合法”。厄泽尔举行新闻发布会，宣布该党已上诉至土耳其最高上诉法院，并打算向土耳其最高选举机构申诉。厄泽尔称，这一裁决结果是“针对（土耳其）人民的战争”和“政变”，是土耳其“民主的黑暗日”。（新华社）

投行杰富瑞（Jefferies）分析师栗山俊介（Shunsuke Kuriyama）在最新发布的研究报告中指出，凭借在现做食品领域的拓展及有效的营销策略，日本零售巨头零售集团7&I控股（Seven & i Holdings）旗下的日本7-Eleven便利店本财年同店销售额有望实现稳步增长。 报告预测，7&I控股国内便利店业务在本财年的营业利润将达到2270亿日元，且在下一财年有望继续增长4.8%。 栗山俊介强调，日本7-Eleven正在逐步缩小与本土主要竞争对手的业绩差距。数据显示，今年3月至4月期间，日本7-Eleven同店销售额同比增长1.7%；同期，全家（FamilyMart）和罗森（Lawson）的销售额增幅则分别为0.8%和2.5%。 责任编辑：龙运翔

State Sec. speaks to U.S. ambassador about Microsoft leaking Dutch civil servants' names NL Times

Microsoft accused of leaking Dutch civil servants' names to U.S. government NL Times

格隆汇5月22日｜有投资者在互动平台向瑞华泰提问：国内芯片封装、CPU等都爆量了，请问公司跟头部通富微电、长电科技等有合作吗，或者说封装需要用我们公司的产品吗？ 瑞华泰回复称，在半导体领域中，半导体制程用PI薄膜已通过韩国半导体企业评测，目前已小批量供货，营收占比较小。公司与通富微电、长电科技无合作。敬请广大投资者理性投资，注意投资风险。

Hartford Investment Management Co. reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 268,661 shares of the information services provider's stock after selling 5,323 shares during the quarter. Alphabet comprises about 2.5% of Hartford Investment Management Co.'s portfolio, making the stock its 7th biggest position. Hartford Investment Management Co.'s holdings in Alphabet were worth $84,306,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Nvest Wealth Strategies Inc. bought a new stake in Alphabet during the 4th quarter worth approximately $38,000. Imprint Wealth LLC bought a new stake in Alphabet during the 3rd quarter worth approximately $31,000. Towne Trust Company N.A increased its holdings in Alphabet by 34.0% during the 4th quarter. Towne Trust Company N.A now owns 134 shares of the information services provider's stock worth $42,000 after purchasing an additional 34 shares in the last quarter. Creative Capital Management Investments LLC increased its holdings in Alphabet by 1,438.5% during the 4th quarter. Creative Capital Management Investments LLC now owns 200 shares of the information services provider's stock worth $63,000 after purchasing an additional 187 shares in the last quarter. Finally, Optima Capital LLC bought a new stake in Alphabet during the 4th quarter worth approximately $79,000. 27.26% of the stock is owned by institutional investors. Get Alphabet alerts: Sign Up Key Headlines Impacting Alphabet Here are the key news stories impacting Alphabet this week: Positive Sentiment: Google I/O 2026 highlighted new AI products, smarter Search, Gemini upgrades, AI ad tools, and agentic features that could boost Alphabet’s monetization across ads, cloud, and consumer services. Google I/O 20...

Madison Asset Management LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.4% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 769,985 shares of the information services provider's stock after selling 70,631 shares during the quarter. Alphabet accounts for approximately 2.8% of Madison Asset Management LLC's portfolio, making the stock its 4th largest holding. Madison Asset Management LLC's holdings in Alphabet were worth $241,621,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Imprint Wealth LLC purchased a new stake in Alphabet during the third quarter valued at about $31,000. Nvest Wealth Strategies Inc. purchased a new stake in Alphabet during the fourth quarter valued at about $38,000. Towne Trust Company N.A lifted its holdings in Alphabet by 34.0% during the fourth quarter. Towne Trust Company N.A now owns 134 shares of the information services provider's stock valued at $42,000 after purchasing an additional 34 shares during the last quarter. Winnow Wealth LLC purchased a new stake in Alphabet during the third quarter valued at about $63,000. Finally, CBIZ Investment Advisory Services LLC lifted its holdings in Alphabet by 29.0% during the third quarter. CBIZ Investment Advisory Services LLC now owns 258 shares of the information services provider's stock valued at $63,000 after purchasing an additional 58 shares during the last quarter. 27.26% of the stock is owned by hedge funds and other institutional investors. Get Alphabet alerts: Sign Up Alphabet Trading Down 0.4% Shares of Alphabet stock opened at $383.47 on Friday. Alphabet Inc. has a 12-month low of $163.33 and a 12-month high of $404.47. The company has a market cap of $4.65 trillion, a price-to-earnings ratio of 29.25, a PEG ratio of 1.65 and a beta of 1.25. The company has a current ratio of 1.92, a quick ratio of 1.92 a...

格隆汇5月22日丨据央视，当地时间22日，欧盟决定暂停对部分用于农业生产的关键氮肥征收关税，措施为期一年，涉及尿素、氨等化肥原料。欧盟理事会当天发表声明称，此举旨在降低欧盟农民和化肥行业成本，推动相关供应链和贸易渠道多元化。根据欧盟委员会的估算，该措施将为欧盟农民及化肥行业节省约6000万欧元进口关税成本。

格隆汇5月22日｜深南电路(002916.SZ)今日涨停创历史新高，换手率2.25%，成交额55.85亿元。龙虎榜数据显示，深股通买入5.62亿元，卖出6.09亿元，净卖出4649万元；七家机构买入10.68亿元，卖出5.41亿元，净买入5.27亿元。上榜席位全天买入16.31亿元，卖出11.5亿元，合计净买入4.81亿元。(格隆汇)

格隆汇5月22日｜有投资者在互动平台向国力电子提问：请问公司有给北方华创、中微半导以及新凯来等公司供货？今年这些公司是否重新给公司下了订单？ 国力电子回复称，公司真空电容器产品和真空继电器产品在耐压、承载电流、寿命等关键性能上均达到国际先进水平，形成系列化产品，凭借性价比和本土服务优势，已向北方华创、中微公司等国内头部设备厂商稳定供货。

Interchange Capital Partners LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 6.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,730 shares of the e-commerce giant's stock after acquiring an additional 2,041 shares during the quarter. Amazon.com accounts for approximately 1.4% of Interchange Capital Partners LLC's investment portfolio, making the stock its 13th largest holding. Interchange Capital Partners LLC's holdings in Amazon.com were worth $7,785,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also recently made changes to their positions in AMZN. Fairway Wealth LLC raised its holdings in shares of Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock valued at $25,000 after acquiring an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in Amazon.com in the third quarter worth about $27,000. Bridge Generations Wealth Management LLC lifted its position in shares of Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock valued at $53,000 after buying an additional 233 shares during the last quarter. Cooksen Wealth LLC lifted its position in shares of Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock valued at $54,000 after buying an additional 47 shares during the last quarter. Finally, Harbor Investment Advisory LLC lifted its position in shares of Amazon.com by 2.4% during the fourth quarter. Harbor Investment Advisory LLC now owns 309,697 shares of the e-commerce giant's stock valued at $71,000 after buying an additional 7,329 shares during the last quarter. 72.20% of the stock is currently owned by institutional invest...

What Happened? A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings. Nvidia accounted for a significant percentage of the S&P 500's gains heading into the announcement, making the print the binary catalyst for the entire AI-infrastructure complex — networking ASICs, connectivity silicon, memory, and packaging all move together on the read-through. Falling oil prices also supported the bullish sentiment. Semis carry arguably the longest-dated cash flows in the equity market because most of their value sits in 2027–2030 AI capex, not in the current quarter. When Brent crude drops 5.21% (like it did during the session), expected inflation falls, the Fed gets more room to cut, and the discount rate applied to those distant cash flows compresses. A small rate move produces an outsized stock move, which is why a 5% oil decline can power 8%+ chip rallies on the same day. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Photronics (PLAB) Photronics’s shares are extremely volatile and have had 38 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 3.8% on the news that a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report. The decline was part of an industry-wide trend where investors retreat from richly valued chip stocks. These stocks were a primary force behind the U.S. market's climb to record highs. Earnings from Nvidia, a key player in the artificial intelligence space, were viewed as a significant test for the AI boom narrative that powered the market. This uncertainty contributed t...

What Happened? A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings. Nvidia accounted for a significant percentage of the S&P 500's gains heading into the announcement, making the print the binary catalyst for the entire AI-infrastructure complex — networking ASICs, connectivity silicon, memory, and packaging all move together on the read-through. Falling oil prices also supported the bullish sentiment. Semis carry arguably the longest-dated cash flows in the equity market because most of their value sits in 2027–2030 AI capex, not in the current quarter. When Brent crude drops 5.21% (like it did during the session), expected inflation falls, the Fed gets more room to cut, and the discount rate applied to those distant cash flows compresses. A small rate move produces an outsized stock move, which is why a 5% oil decline can power 8%+ chip rallies on the same day. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Photronics (PLAB) Photronics’s shares are extremely volatile and have had 38 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 3.8% on the news that a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report. The decline was part of an industry-wide trend where investors retreat from richly valued chip stocks. These stocks were a primary force behind the U.S. market's climb to record highs. Earnings from Nvidia, a key player in the artificial intelligence space, were viewed as a significant test for the AI boom narrative that powered the market. This uncertainty contributed t...

中国证监会等八部门近日联合印发《综合整治非法跨境证券期货基金经营活动实施方案》（下称“方案”）。根据方案，所有未持牌的境外机构在境内提供的开户、招揽、交易、结算等证券经纪服务，必须全部终止；相关服务如App、网站、广告宣传等，必须下架。 方案设置了为期两年的过渡期。过渡期内，存量投资者可以继续登录账户，但只能进行卖出操作、转出资金，禁止买入交易、转入资金。两年后，境外机构全面关停境内网站、交易软件及配套服务，存量投资者账户在境内将无法交易，但不会被强制注销和平仓。 证监会强调，本次整治工作针对的是境外机构非法跨境经营活动，投资者的财产安全不受整治工作影响。投资者已开立的账户不会被强制注销，账户里的资金及股票、基金等资产不会被强制清理。 整治对象包括违法违规发布信息的自媒体 围绕非法跨境经营活动全链条开展整治，方案明确禁止境外机构在境内开展证券期货基金业务相关营销招揽活动、提供相关开户、处理交易指令、资金划转等交易服务；禁止境内相关主体协助境外机构违法开展营销、交易服务，以及为其提供网站、交易软件开发运营、客户服务等。 整治对象主要包含三类：非法跨境经营证券期货基金业务的境外机构，协助境外机构非法跨境经营的境内关联或合作主体、招揽境内投资者的非法中介，违法违规发布信息的互联网平台及网络自媒体。 业内专家表示，网站、App等互联网平台及网络自媒体已成为非法经营活动的重要工具和重灾区。部分不法分子在互联网平台及网络自媒体上发布开户教程、经验分享、营销信息，其目的是引流或赚取收益，投资者轻信后可能会遭受财产损失。 比如，投资者在开户时，需要提交个人信息如身份证、银行卡等，这些数据可能被境外机构或不法中介非法收集、交易，存在被电诈、盗刷等安全隐患。再比如，境外机构不受中国第三方存管制度的约束，投资者的资金安全完全依赖于境外机构信用，一旦其挪用客户资产或破产，投资者可能血本无归。 方案提出，如果不法分子利用此类媒介发布证券期货业务相关营销信息，发布开户教程、经验分享等引流或赚取收益，甚至直接提供证券期货相关服务的，将违反证券期货基金法律规定，属于非法经营活动。 根据法律法规，对于此类网站、App及网络自媒体，属于发布、传播、传输法律法规禁止的信息的行为。有关部门将依法清理处置涉非法证券活动的互联网信息、账号和网站等。此外，对相关主体在跨境经营和投资活动中违反个人信息保护法、反洗...

格隆汇5月22日｜国务院印发《关于推行常住地提供基本公共服务的实施意见》。意见提出，全面取消在就业地参加职工社会保险的户籍限制，大力推进全民参保计划，引导支持各类劳动者在就业地参加职工社会保险。健全农民工、灵活就业人员、新就业形态人员参加社会保险制度，完善社保关系转移接续政策，研究促进灵活就业人员参加职工基本养老保险的政策措施，将新就业形态人员职业伤害保障试点范围扩大到更多地方和平台企业。持续推进工程建设领域农民工按项目参加工伤保险。完善企业职工基本养老保险全国统筹，稳妥推进基本医疗保险省级统筹，巩固工伤保险、失业保险省级统筹成效。

格隆汇5月22日｜DA Davidson将塔吉特的目标价从140美元上调至155美元，维持“买入”评级。(格隆汇)

US arms sales to Taiwan have been “paused” to ensure the US military has enough munitions for its Iran operations, according to Washington’s acting navy secretary, in the latest blow to Taipei after a series of comments by Donald Trump. When asked at a congressional hearing on Thursday about a $14bn (£10.4bn) weapons package awaiting Trump’s signoff for months, Hung Cao said: “Right now we’re doing a pause in order to make sure we have the munitions we need for Epic Fury [the Iran war] – which we have plenty.” Cao added: “We’re just making sure we have everything, then the foreign military sales will continue when the administration deems necessary.” When the US senator Mitch McConnell asked whether he expected the arms sales to Taiwan to be approved eventually, Cao said the secretary of state, Marco Rubio, and Pete Hegseth, the Pentagon chief, would make that decision. “Yeah, that’s what’s really distressing,” McConnell said. Concerns are growing over reports that the US has significantly depleted its missile stockpiles since launching its increasingly intractable war against Iran on 28 February, which has since settled into a fragile ceasefire. View image in fullscreen ‘The foreign military sales will continue when the administration deems necessary,’ said Hung Cao (pictured on Tuesday). Photograph: Elizabeth Frantz/Reuters Responding to Cao’s remarks, Taiwan’s presidential office spokesperson, Karen Kuo, said on Friday that Taipei had received “no information indicating that the US intends to make any adjustments to this arms sale”. But the announcement will be unwelcome news for Taipei, coming a week after Trump met his Chinese counterpart, Xi Jinping, in Beijing for a summit in which Washington’s multibillion-dollar weapons packages to Taiwan were high on the agenda. Beijing has repeatedly said it “resolutely opposes” Washington’s arms sales to the island democracy, which it regards as a breakaway province, despite never having ruled it, and has not renounced t...

格隆汇5月22日｜有投资者在互动平台向爱博医疗提问：实控人长期出借自己公司股票，影响公司市值？爱博医疗回复称，公司实际控制人未进行证券出借。

A key measure of euro-area pay growth slowed, providing some relief to European Central Bank officials worrying about emerging inflation risks from the Iran war. First-quarter negotiated wages rose 2.5% from a year ago, the ECB said Friday. That’s below the previous period’s 2.9% reading and far lower than the 5.6% peak in 2024. Policymakers are particularly attentive to salaries right now as they search for signs that the war-induced surge in energy costs is spilling over into broader inflation via wages and company selling prices. What Bloomberg Economics Says... “The deceleration in negotiated wages provides the ECB with some breathing room as it faces a surge in inflation. The latest figure on pay settlements is already lower than the rate that’s consistent with the ECB’s 2% inflation target for the medium term. That will allow the Governing Council to hold off from aggressive monetary tightening as it assesses the second-round effects of the energy shock, which we think will be limited.” — David Powell . Senior euro-area economist. Click here for full REACT Costlier oil and gas have already pushed price growth in the 21-nation bloc to 3% , significantly above the ECB’s 2% target. With further increases likely, officials have indicated that they’ll consider raising borrowing costs at next month’s meeting. Some, however, advocate caution on rates, with medium- to longer-term expectations among consumers and companies still near the ECB’s goal and signs of second-round effects not yet visible. The economy is suffering and could deteriorate further if monetary policy is tightened. Bundesbank President Joachim Nagel told Bloomberg Television this week that policymakers may “ have to do something ” in June as the energy shock from Iran is proving to be persistent. ECB’s Wunsch Sees June Hike Quite Likely If War Doesn’t End Euro-Zone Inflation Jump Seen as Temporary, ECB Survey Shows Lane Reveals What May Tip the ECB Toward Rate Hike or Hold