日本央行副行长冰见野良三：有效运用货币政策可以防止经济偏离健康发展的轨道。

According to its latest sustainability report, TSMC (TSM.N) says AI and advanced-chip demand has driven global expansion and higher power consumption. TSMC used 28.77 bln kWh in 2025, up 12.6% YoY, equivalent to roughly 10% of Taiwan’s annual electricity demand. The company aims for renewables to supply 60% of global operations’ electricity by 2030 (20.1% in 2025), 100% by 2040 and net-zero emissions by 2050.

Market consensus: core PCE YoY prev 3.3% (Reuters survey 3.3%). Majority of surveyed institutions expect YoY around 3.2–3.3% (Capital Economics, Goldman Sachs, Citigroup, Scotiabank, Barclays, Societe Generale, Standard Chartered and others at ~3.2%; BofA, Deutsche Bank, UBS, JP Morgan, Nomura, Morgan Stanley and multiple others at ~3.3%). High Frequency Economics is the notable outlier at +3.4%. Monthly core PCE prev +0.1% (Reuters +0.2%); consensus centered on +0.2% (BofA, Capital Economics, Citigroup, Deutsche Bank, Barclays, HSBC and many others). A smaller group expects higher monthly prints: BNP Paribas SA, JP Morgan and Banco Santander at +0.3%, and High Frequency Economics at +0.4%.