卡塔尔外交部发言人：我们目前的重点是降低紧张局势，开放霍尔木兹海峡和推动外交进程。

美国财长贝森特：没有理由让日本停止积累大量海外资产。日元稳定对美国及整个地区都很重要。

Evercore ISI said the Fed’s foreign and international monetary authorities (FIMA) repo facility is unlikely to sustain prolonged U.S.-Japan intervention to defend the yen. The facility lets overseas holders use U.S. Treasuries as collateral to obtain dollars without selling securities in the open market, but it is capped at $60bn per counterparty per day—only slightly above Evercore’s estimate of Japan’s one-day intervention last Thursday. Strategists warned a capped repo could invite market testing of U.S. and Japanese resolve if defending the yen required large-scale Treasury sales. The facility is designed to provide short-term liquidity, not durable financing: borrowings must be rolled to persist and rates are set above private repo costs, signalling it is not intended for routine or sustained FX intervention.