【期货盯盘神器专属文章】市场深谈：原油上涨为何会牵动10年期美债收益率，进而影响Fed周美股走势？StoneX的JamesStanley认为，真正的考验，可能不只是美联储加不加息，而是能源价格会不会让通胀预期重新升温。点击阅读。

German defence minister Pistorius will meet U.S. defence secretary Hegseth in Washington on Tuesday to discuss deeper defence‑industrial cooperation as Europe seeks to replenish shrinking air‑defence missile and long‑range strike inventories. The two are expected to sign an agreement to allow European firms to produce certain U.S. weapons systems under licence, a step Pistorius said would enable faster, larger‑scale production of deterrence and defence systems NATO allies urgently need and strengthen German, U.S. and alliance readiness. Existing arrangements already permit German production of F‑35 fuselage components and PAC‑2 guidance missiles used on Patriot systems.

The Information reports NVIDIA, Palantir and Booz Allen Hamilton will limit use of ANTHROPIC models.