美聯儲巴爾：縮減資產負債表並非正確目標。一些旨在縮表的提議可能會產生適得其反的效果。

西班牙央行：主要西班牙銀行對中東的直接風險敞口有限，但對亞洲對手方的影響風險存在。

JPMorgan Asset Management portfolio manager Stephanie Doyle said excessive AI-related capital spending and weaker retail demand could threaten the rally in high-grade corporate bonds. Doyle said tech firms have already raised more than $300 billion in debt for AI investments, though issuance has remained orderly. She said a similar acceleration in 2027 AI capex versus 2025-2026 “is probably a little bit of a red flag.” Doyle also warned rising Treasury yields could deter retail investors, a key source of demand supporting investment-grade credit spreads.