美联储理事鲍曼：在上次加息后，我们需要一些时间观察金融状况的发展，然后再采取进一步行动。

Semafor reports the White House is actively discussing suspending U.S. intelligence sharing with Ukraine, but officials have not reached a decision. President Trump told reporters yesterday the U.S. is still sharing intelligence and said “we are helping them,” while stressing his goal to end Russia’s long-running action in Ukraine. A Trump administration official said Trump is “very angry” and could order a halt, though the official suggested any cutoff be limited to intelligence used to strike targets inside Russia. CIA Director Ratcliffe is reported to oppose stopping the sharing. Last year Trump briefly suspended intelligence cooperation after a tense Oval Office meeting with Zelenskiy; Zelenskiy recently said Ukraine received no partner intelligence during a recent Russian missile attack.

Beijing municipal party and government offices published implementation opinions launching a citywide pilot to extend second‑round rural land contracting agreements by 30 years upon their expiry. The directive reaffirms household contracting as the foundational arrangement and an extension‑not‑reset principle, mandates household‑level extensions using existing contracted‑land registration and certification records, and prohibits renegotiation, redistribution, illegal adjustment or recovery of contracted land, stressing legal protection of farmers’ rights and long‑term stability of land‑contracting relationships.