贸易消息人士：印度银行业暂停向海外供应商进口黄金和白银。由于政府命令延迟，印度各银行仍在等待进口金银的清关。约有5吨黄金和8吨白银因未获海关清关而滞留。

美国银行：投资者上周从现金资产中撤出1722亿美元，创历史新高。

Leveraged hedge fund positions in US Treasuries are heightening risks of abrupt unwinds that could stress global bond markets, Apollo Chief Economist Torsten Slok said. Funds now hold about 8% of the $31 trillion market, up from 3% five years ago, with repo and prime brokerage financing exceeding $6 trillion. Slok warned forced deleveraging could send shockwaves through fixed income. The concerns align with Henry Paulson’s call for contingency planning against a potential demand shock in US debt. Regulators have flagged risks in leveraged basis trades, which worsened market turmoil during the pandemic and required Federal Reserve intervention.