Japan 10-year government bond yield rose 2.0 bps to 2.925%.

Speaking at the 2026 Financial Street Forum opening, PBOC's Pan said the central bank will phase out deposit and loan benchmark rates. As interest-rate liberalization progresses, those benchmarks are being replaced by market-based pricing: banks already reference the loan prime rate (LPR) and the interbank overnight repo rate. Since Q1 the PBOC has published average deposit rates by tenor as a deposit-pricing reference. Next, the PBOC will push to replace interest-calculation bases with market-based rate indicators to complete the exit of financial institutions' deposit and loan benchmark rates.

Ivory Hill Wealth创始人Kurt S. Altrichter认为，购物智能体正在冲击平台在消费者与商品之间所处的中介位置。他引用埃森哲对25,590名消费者的调查：85%的受访者愿意与智能体合作购物，74%希望由人工智能为自己完成购物任务。 他指出，Meta推出Muse智能体后，亚马逊股价走弱；亚马逊如今正阻止Muse和OpenAI的智能体进入其商店，以保护广告和零售业务。 附图显示，愿意让人工智能决定买什么、再由用户付款的比例为32%，愿意让人工智能独立购买的比例为9%。