日本央行前行長黑田東彥：日元兌美元匯率很難跌破160關口，因爲日本當局似乎正在通過干預手段捍衛這一水平。

Morgan Stanley raised its 2026 China GDP growth forecast to 4.8% from 4.7%, citing resilient exports driven by AI and green-investment demand. The bank’s economists say China’s supply-chain strength is helping it gain additional global export market share. They also note the economy is relatively insulated from oil-price shocks due to its diversified energy mix and strategic reserves. Robust exports have reduced the need for further stimulus, prompting Morgan Stanley to drop its call for second-half fiscal support and additional monetary easing. The PBOC is instead likely to rely on liquidity injections and targeted credit tools rather than interest-rate cuts.

IEA月報：中東戰爭正以創紀錄的速度消耗全球石油庫存，3月至4月期間已減少2.46億桶。