India's commerce secretary said India seeks greater tariff stability in a trade agreement with the United States.

Barclays economists said remarks by Bank of Japan policy board member Koeda reinforced the case for further tightening. Koeda said Japan’s neutral rate could be “well above 1%” and that adding a 2% inflation rate to potential growth implies a neutral rate possibly above 2%. Barclays forecasts a 25bp hike in Dec 2026, followed by further increases in Mar and Jul 2027, taking the policy rate to a 2% terminal level.

摩根大通指出，AI投资正引发巨大的现金流转移：超大规模云厂商不断投入资金采购芯片、建设数据中心，自由现金流持续受到挤压，而英伟达等半导体企业则成为主要受益者。摩根大通预计，五大云厂商2027年合计自由现金流将降至负830亿美元。尽管如此，摩根大通认为AI建设尚未触及融资极限，资本市场仍可通过债券、私募信贷等渠道提供资金。真正的考验在于，AI商业化收益能否跟上资本开支的扩张速度。