摩根大通：将IBM(IBM.N)目标价从291美元下调至250美元。

Deutsche Bank analyst George Saravelos said in a report that if the Fed shifts policy from rate hikes to balance-sheet reduction (QT) to tighten, the dollar could weaken. He pointed to Japan: despite slow BOJ rate hikes, the central bank withdrew liquidity via QT at record speed while the yen remained near historic lows. Saravelos warned QT in the US could conflict with the Trump administration’s desire to keep long-term Treasury yields low. He added BOJ independence remains under market scrutiny; Japan’s finance minister Katayama has discussed using domestic savings to support the Japanese bond market.

白宫：近期对伊朗的袭击是因为伊朗违反了谅解备忘录。