ECB Governing Council member MAKHLOUF said action could be taken at any monetary policy meeting.

CITIGROUP economist Jin‑Wook Kim said South Korea’s current account surplus is structurally widening, driven by rising chip exports and a robust goods trade surplus, which could push the won higher over the long term. He forecasts the current account surplus will average 22.8% of GDP in 2026–28, versus 4.2% in 2016–25. CITIGROUP expects USD/KRW to fall to 1,300 in three months and to 1,270 over 6–12 months. USD/KRW is down 6.6% YTD at 1,345.30. Kim noted Korean financial regulators and the National Pension Service may buy dollars if the won appreciates too quickly.

美国总统特朗普：认为马斯克关于“民主党全面获胜”的警告并无不妥。