Saudi forces intercepted ballistic missiles fired by Yemen’s Houthi militia late Monday after the group aimed strikes at Riyadh and KHAMIS MUSHAIT near the Yemen border, authorities said, and alerts were issued to residents. Riyadh’s main international airport has been hit in successive days. The attacks have killed at least 18 and injured more than 300 — the deadliest toll in Saudi Arabia since February, when US and Israeli operations against Iran began. The violence poses a severe challenge to

冲突情况： 1. 据塔斯社：克里姆林宫表示，准备在乌克兰选举日暂停打击行动。 2. 北约最高指挥官格林凯维奇：若遭到攻击，北约已做好“今晚就开战”的准备。 3. 乌克兰总统泽连斯基：如果俄罗斯在这个冬天不同意能源停火，我们将作出回应。准备签署停火保障协议。 4. 基辅市长：达尔尼茨基区一栋25层的居民楼遭无人机袭击。 5. 乌克兰总统泽连斯基：今晚，俄罗斯用‘沙赫德’无人机袭击了基辅的一栋多层建筑。目前确认有两人遇难，九人受伤。必须施加强大压力，迫使俄罗斯结束这场战争。 6. 莫斯科市长：俄罗斯国防部的防空部队击落了十架飞向莫斯科的无人机。 和平谈判： 1. 德国总理默茨：（关于美俄协议）德国不考虑柴油协议；必须加强制裁。 2. 美方希望借柴油协议“软化”俄立场，普京欲完全拿下顿巴斯。 3. 特朗普：我说俄乌同意停火就是同意停火。 其他情况： 1. 泽连斯基：我们昨晚没有攻击俄罗斯的能源设施，以回应特朗普总统的提议，而俄罗斯则继续攻击乌克兰的能源设施。 2. 欧洲官员：美国正威胁停止向乌克兰提供武器供应的机制，以此向乌克兰方面施压，要求其停止对俄能源基础设施的纵深打击。 3. 俄副总理：俄美能源部门和企业间正就柴油供应谈判。

Cleveland Fed Chair Hammack said policy must move to restrictive levels to drive disinflation back to the 2% target, warning the current stance risks a longer-than-acceptable path and therefore requires more tightening. She left open the possibility of further rate hikes but gave no timing, and said she favors small, more frequent adjustments to help firms and households plan. Hammack flagged rising input costs and increasing pass-through to consumers; if prices are no longer constrained by demand, inf could rise or remain elevated. The biggest risk is firms and households forming higher inf expectations, and she said there are early signs of that. On US yields, she cited stronger growth expectations, market repricing of Fed policy, fiscal pressures and heavy issuance; data-center investment is boosting growth but financial conditions still need further tightening. She reiterated that Fed independence remains crucial.