UEDA, governor of the Bank of Japan, said he had heard some Japanese SMEs are facing difficulties accessing finance.

据天空新闻阿拉伯语频道：美国财政部国际事务副部长表示，对伊朗的制裁已证明其有效性。伊朗别无选择，只能停止其恐怖活动。我们将继续施压，直到伊朗政权屈服。目标是将伊朗与全球金融体系隔离。战争不是针对伊朗人民，而是针对政权。我们将继续努力降低能源价格。

Wanlian Securities says the current El Niño is confirmed as super-strong and may be the strongest on record since systematic monitoring. Climate impacts will propagate along the agricultural value chain: Southeast and South Asia heat and drought plus constrained Panama Canal transits will pressure supply via lower output and higher landed costs. Midstream effects vary by commodity: palm oil has the highest probability of production losses but the latest timing for cuts; sugar’s net impact depends on Brazil’s sugar-to-ethanol crush ratio; corn is more sensitive because of low inventories; rubber requires close monitoring of producing-region stocks and downstream demand. Downstream seed, agrochemical and livestock sectors typically lag by about one year. Weather risk appears largely priced in; further alpha will depend on realised production shortfalls. Positioning should focus on crops with concentrated production, thin inventories and policy alignment.