ING senior economist for Japan and Korea Min Joo Kang said market reaction to the Bank of Japan's decision was limited because a 25bp hike was widely priced. The appearance of a dissenting vote, though not unexpected, will keep observers cautious on the timing of the next move. Market participants are awaiting remarks from BOJ deputy governor Uchida Shinichi for clearer signals on the tightening path; the yen's near-term direction will depend on how hawkish Uchida sounds. ING sees the yen likely

Fed chair Kevin Warsh has expressed a preference for the trimmed-mean PCE, which excludes extreme price moves before calculating a weighted average. Boston College economist Brian Bethune said the trimmed-mean PCE is not the most reliable gauge: it performs best when inflation shocks mirror the 2009–2019 pre-pandemic period, when positive and negative shocks were balanced. When price shocks are predominantly upward — supply disruptions, tariffs, oil-price spikes or large one-off events such as the World Cup — the metric tends to understate inflation, he said, and he hopes someone will challenge Warsh on the point. Regardless of the chosen gauge, US inflation has remained above the Fed's 2% target since spring 2021.

伊朗外長：我們力求通過該協議儘可能爲國家創造經濟突破；我們在外交政策上不放過任何機遇，但也絕不會將任何機遇視爲理所當然。