【期货热点追踪】泰国暴雨收紧短期天胶供应，油价反弹提振市场情绪，但下游需求疲软压制上行空间。橡胶市场多空博弈加剧，短期将何去何从？

Keiji Kanda of Daiwa Institute of Research said that over the past year each 10% depreciation of the yen versus the dollar has been a net drag on Japan's real GDP of about 0.14 percentage point. While weaker yen can lift growth through inbound tourism and an equity-wealth effect, those gains are concentrated in travel companies and asset-rich elderly households; rising import costs have imposed heavier burdens on most firms and households. Price pass-through, Middle East tensions, Trump tariffs and a drop in Chinese tourists have also blunted the yen’s typical positive impact. The yen remains near historic lows, trading around 162.20 per dollar.

Fitch assigned a "AA-" rating to South Korea's planned eurobond issuance.