伊朗外交部发言人巴加埃在回应有关伊朗是否已就美国中央司令部（CENTCOM）在阿联酋配合下于霍尔木兹海峡地区走私燃料一事，与阿曼和阿联酋进行沟通的问题时表示：毫无疑问，美国利用霍尔木兹海峡，一方面策划和筹备针对伊朗的军事行动，另一方面从事所谓的非法通行或燃料走私活动。巴加埃表示，伊朗历3月28日达成的谅解备忘录出现问题，其中一个原因是美国背信弃义。美国从最初几天起就开始利用不安全航线，当前局势正是其违背承诺的结果。他表示，明确的是，霍尔木兹海峡一直处于伊朗强大武装部队的监控之下。必要时，伊朗武装部队将采取必要措施，维护国家利益和国家安全。

Traders and strategists say recent gains in South Korean government bonds are likely temporary as authorities’ volatility-smoothing measures wane while rate‑hike expectations climb. Gama Asset Management expects Korea 3‑yr and 10‑yr yields to resume rising and re‑test four‑year highs hit last month. KRW FED SWAPS price roughly a 70% chance of a cumulative 50bps Bank of Korea tightening over the next six months. Authorities have said they could deploy emergency bond repos if yields spike. Gama’s global macro PM Rajeev said inflation remains above the Bank of Korea target and further policy tightening is probable; if the global bond sell‑off continues, Korean yields will face mounting upside pressure.

Iran foreign ministry spokesman Baghaei said U.S. claims that Tehran’s influence in the Strait of Hormuz has waned clash with field conditions and market reactions, noting Washington has had to enlist other countries to secure fuel supplies. He said Iranian actions in the waterway since Feb. 28 are lawful responses to alleged U.S. and Israeli military abuses rather than leverage, and warned that continued U.S. maritime pressure, blockades and economic warfare will prevent the Strait’s return to security; Tehran says it does not seek disruption but attributes it to U.S. actions.