Barclays maintains its 2026 average Brent crude oil price forecast at $100 per barrel.

ING's Chris Turner said if the Bank of Japan raises rates 25bp to 1.00% on Tuesday but pauses until December, the yen should stay weak. That path would keep inflation-adjusted real rates clearly negative. If volatility eases further this summer and carry trades reassert, the yen will remain a funding currency. USD/JPY could break above 160.70 with risk of climbing into the 161–162 area, where the BOJ would be more likely to intervene.

日本央行副行长内田真一：基础工资涨幅今年将稳定在3.5%左右。