欧洲央行管委艾斯克里瓦：欧洲央行行长拉加德有充分理由提前离任。

Capital Economics Asia-Pacific head Thomas Mathews said a less-hawkish-than-expected monetary stance and an unwind of AI froth will further support bonds over time. Bonds extended gains last week after major central banks kept rates unchanged, leaving market optimism intact; Mathews expects central banks to continue providing a favorable backdrop for the rally. He added the Fed, ECB and BOJ could still tighten later while the BoE and RBA are likely to hike this week, but stressed developed-market inflation does not justify the degree of tightening currently priced into money markets.

Nasdaq Golden Dragon China Index rose 1.75%. Alibaba (BABA.N) climbed 4.4%, Bilibili (BILI.O) rose 5.7% and XPeng (XPEV.N) gained 5.9%.