据路透：消息人士称，特朗普预计将于周五在美国国务院出席一次矿业高管圆桌会议。

The Bank of Japan said on Monday global AI-related demand could place sustained upward pressure on Japanese inflation, a development that could reinforce the case for its recent policy tightening. It noted that while AI adoption should raise productivity over the medium to long term and exert downward pressure on prices as firms and workers adjust, in the short term AI-driven investment could lift demand and push prices higher, potentially outweighing productivity gains. The BOJ flagged rising global producer prices partly driven by Middle East-related oil moves and partly by a positive global demand shock for AI-related goods, and said those spillovers, combined with import-cost increases from yen depreciation, could keep domestic inflation elevated for some time.

Ageas has agreed to sell its 30.95% stake in Maybank Ageas to joint-venture partner Maybank for EUR 1.1 bln, ending a 25-year partnership. Ageas expects an after-tax net capital gain of about EUR 450 mln and places an implied valuation of Maybank Ageas at EUR 3.5 bln. The transaction is expected to complete in 2026, subject to regulatory approvals.