韩国央行行长申铉松：需求侧价格压力可能需要密切监测，因为如果国内总收入持续强劲增长，这种压力可能会转化为更强烈的通胀压力。

Capital Economics analyst Jack Allen-Reynolds says that although euro area industrial output has shown resilience since the Iran conflict erupted, the 21-country currency area faces a structural imbalance. Industrial activity was already in decline before the pandemic and now shows a pronounced K-shaped divergence: output is rising in high-tech and defence while most other sectors are contracting. High energy costs and foreign competition continue to depress traditional manufacturing. "We doubt any recent EU trade-policy tweaks will produce material change," he said.

The Japanese government and the ruling Liberal Democratic Party plan to raise the minimum shareholding required to convene an extraordinary shareholder meeting from the current 3% of voting rights to above 5%, Nikkei reports.