俄罗斯国防部：过去24小时内，防空系统击落了1134架无人机和11枚制导航空炸弹。在特别军事行动区域内，俄军打击了乌克兰武装部队使用的能源和交通基础设施、后勤中心以及无人机组装和存储设施。

CITIC Securities said US-Japan joint FX intervention aims to prevent spillovers from sustained yen weakness. Japan’s inflation remains below the BOJ target, limiting willingness to tighten policy; Sanae Takaichi’s proposed tax cuts could widen Japan’s fiscal gap and erode confidence in yen assets. The US is concerned that yen stabilization or Japanese reductions in US Treasury holdings could, amid elevated US debt supply, push up long-end US yields. Short-term intervention should help stabilize expectations, but with US-Japan rate differentials still wide the scope for a sustained large yen rally is limited. The report adds that US equities retain clearer advantages over Japanese stocks on earnings growth, industry structure and the AI supply chain.

Former Israeli diplomat Alon Pinkas said Netanyahu needs a 'perpetual war' and that Israel's rejection of the Gaza plan should be read in the context of the Oct. 27 election. Pinkas said Netanyahu calculated it was 'no risk' to openly defy Trump because he assesses Trump is less concerned, timing is favorable, Hamas remains armed, and he can act without punishment, tying the stance to prolonged conflict and electoral strategy.