【期货热点追踪】美豆出口预期下调，压榨需求增加！USDA 4月供需报告对大豆市场释放了什么信号？点击阅读。

市场消息：就在以色列即将与黎巴嫩启动谈判的消息公布后不久，以色列北部响起警报声，真主党向边境地区发射了火箭弹。

Despite strong upward pressure on oil prices from the Middle East conflict, much of the impact on Japan’s energy costs is likely to be offset by government subsidies, economists at Mizuho Securities say. They note that the pass-through to goods—mainly food—will emerge more gradually, with inflation in these categories expected to peak between spring and autumn 2027, implying a four- to six-quarter lag. “With security in the Strait of Hormuz unlikely to be restored quickly and transit not yet fully normalized, crude prices are expected to remain elevated for now,” they add.