Key News 1. US Media: Trump says he may be willing to engage in dialogue with Iran. 2. Market News: Saudi Arabia, UAE, Iraq, and Kuwait have collectively cut production by up to 6.7 million barrels per day. Individual Stock News 1. Nvidia (NVDA.O

US Dollar 1. A New York Fed survey shows that short-term inflation expectations in the US are generally stable. 2. The US 1-year CPI swap rate broke through 3% for the first time since October last year. 3. Fed Chair nominee Warsh will meet with a key Republican senator this week. 4. Data from the Congressional Budget Office shows that the US federal budget deficit will be slightly above $1 trillion in the first five months of fiscal year 2026 (ending February 2026). Although it has decreased by about 14% year-on-year, the overall spending remains enormous. 5. US Treasury: Investment funds bought $47.652 billion in 5-year Treasury bonds in the past two weeks, up from $46.223 billion in the previous month; foreign investors bought $12.648 billion in 5-year Treasury bonds, compared to $15.474 billion in the previous month. Euro 1. With the easing of tensions in the Middle East and the decline in oil prices, market expectations for a rate hike by the European Central Bank have cooled significantly: On Monday, traders had fully priced in two rate hikes by the ECB this year, but now no longer fully expect a 25 basis point hike this year. 2. Eurogroup President Pierracakis: We are closely monitoring market developments in the Middle East. We are witnessing upward pressure on energy prices. Pound Sterling 1. Traders no longer expect the Bank of England to raise interest rates this year. 2. UBS, Standard Chartered, and Morgan Stanley, three major investment banks, have all postponed their predictions for a Bank of England rate cut this year. 3. British Prime Minister Starmer: Chancellor of the Exchequer Reeves communicates with the Bank of England daily to guard against energy price risks. 4. Bank of England spokesperson: 446 staff members will leave in the coming months. This represents almost 8% of the Bank of England's total staff. 5. Chancellor of the Exchequer Reeves: Market volatility could put upward pressure on inflation. Necessary decisions will be made to help households cope with cost-of-living pressures. Yen Yen 1. Bank of Japan Policy Board Member Toyoaki Nakamura: Bond reduction in a predictable manner is appropriate. 2. Chief Cabinet Secretary Minoru Kihara: We are closely monitoring financial market developments with extreme urgency. 3. Japanese Finance Minister Satsuki Katayama: He hopes the Bank of Japan will continue to work closely with the government to steadily achieve the 2% inflation target. Specific monetary policy measures will be determined by the Bank of Japan. South Korean Won 1. A special bill on South Korean investment in the US was passed by a special committee of the National Assembly. 2. South Korean Minister of Trade, Industry and Energy: South Korea is in in-depth consultations regarding investment in US nuclear power projects. 3. South Korean President Lee Jae-myung: Stabilizing inflation is the most urgent task. Extraordinary measures are needed to quell market panic. 4. South Korean Finance Minister Koo Yoon-cheol: If necessary, the Bank of Korea will further repurchase government bonds, and the foreign exchange management department will also take timely measures to stabilize the market. Additional budgetary measures will be considered if necessary. Other 1. Polish Prime Minister Tusk: The lack of clarity regarding the funding of the central bank's bailout fund is worrying. 2. Central Bank of Pakistan: The outlook for the Middle East conflict is uncertain. Risks to the inflation outlook have increased. 3. Czech Central Bank official Sedler: Discussions about interest rate hikes are premature; the threshold for raising interest rates is very high. 4. RBA Deputy Governor Hauser: Recent data seems to more clearly confirm that the economy has limited spare capacity. The Australian economy is in good shape in many respects. 5. Bank of Israel meeting minutes: Following two consecutive rate cuts, current overall considerations do not support further rate reductions given geopolitical uncertainties.

US President Trump: Another 100 million barrels of oil will be shipped from Venezuela.