美国能源部长赖特：美国在天然气产量方面处于全球领先地位。得益于特朗普总统推动的“美国能源主导”议程，我们将在未来几十年继续保持领先地位。

Academy Securities strategist Peter Tchir says markets are overfocused on whether Warsh will change his reaction function; a bigger risk is which data the Fed chooses to monitor. Rather than rewriting its policy rule, the Fed could reweight inputs—adding real‑time inflation measures, rental inflation, producer prices and other high‑frequency indicators alongside or instead of headline PCE. That would alter trading frameworks: policy moves could stem from the Fed looking at a different dataset, not merely from different interpretations of the same data, elevating some high‑frequency inflation signals to primary policy relevance.

Japan 40-year bond yield rose 3.5bps to 4.110%.