據AXIOS網站：美國與伊朗可能最早在週四舉行高級別會談。

- President Donald Trump said yesterday that U.S. and Iran held “productive” talks and that both countries want to “make a deal.” The Dow Jones Industrial Average soared more than 600 points yesterday, while the S&P 500 and Nasdaq Composite each added more than 1%. - The oil market has been volatile since the Iran war began, but Chevron CEO Mike Wirth said yesterday that there may be more upward price pressure on the horizon. - Gap and Google are teaming up. CNBC’s Gabrielle Fonrouge reported this morning that the retailer will soon offer checkout within Google’s Gemini artificial intelligence platform. - In a 54-45 vote last night, the Senate confirmed Sen. Markwayne Mullin as the next chief of the Department of Homeland Security. The Oklahoma Republican succeeds Kristi Noem, who Trump fired earlier this month.

The European Central Bank will launch new checks on banks’ exposure to private credit, focusing on dealings with direct lenders after last year’s deficiencies. Concerns rise as AI-driven disruption hits software firms, heavily financed by non-bank lending. Private credit accounts for 1–2% of European banks’ assets, higher at Deutsche Bank, BNP Paribas, and Societe Generale. While loans are typically secured, analysts warn ongoing headlines may weigh on valuations of the most exposed banks.