日经225指数向下触及65000点，日内跌1.34%。

【期货热点追踪】近压远扬，强厄尔尼诺埋下减产伏笔，2027年全球棕榈油或迎供需拐点？最新调查显示，2027年印尼与马来西亚两大主产国产量预计将缩水约3%。

Commerzbank analyst Thu Lan Nguyen warns that an unusually low FX volatility regime, combined with markets pricing in aggressive future rate hikes, increases the risk of sharp FX repricing if central bank tightening proves weaker than expected. Nguyen says current low FX vol partly reflects clearer assessments of the Iran conflict’s economic impact, but also indicates markets have priced in few policy surprises, leaving currencies vulnerable to abrupt moves if economic or policy paths diverge from consensus.