日本央行会议纪要：成员一致认为日本央行继续加息是合适的。

US equities rallied overnight—Dow hit a record and the Nasdaq rose about 2%—but internals show a split between headline gains and defensive positioning. Benzinga reports the move was driven by dip-buying in previously oversold tech leaders and lower oil easing inflation fears. The CNN Fear & Greed index remains neutral-to-fearful, indicating limited broad risk appetite. Morgan Stanley strategists warn elevated long‑end US Treasury yields continue to physically squeeze high‑valuation stocks. Bernstein analyst Douglas Harned says investors remain highly cautious about returns from tech giants' large AI capex.

U.S. Treasury Secretary BESSENT said Fed Chair KEVIN WARSH hopes to retain flexibility to achieve the best outcome.