伊朗議會國家安全委員會負責人：華盛頓必須通過結束對黎巴嫩的戰爭並遵守諒解備忘錄的每一條款來證明其承諾。

Intouch Asia FX head Kieran Williams said the Bank of Japan's rate rise was fully priced and markets are focused on accompanying measures. The BOJ's statement was broadly dovish: it plans to pause reducing JGB purchases from April 2027, a concession to the bond market that contradicts earlier warnings that core CPI could exceed 2%. Williams said the policy path now depends on developments in the Middle East and oil-price pass-through; a large yield differential with the US will likely keep the yen weak. In the medium-to-long term, this step is unlikely to relieve yen pressure, so intervention remains a real near-term risk. Deputy governor Uchida's press conference is a key variable; with Governor Ueda absent, markets will watch how he defines the timing and pace of the next hike.

卡塔爾外交部發言人：我們對諒解備忘錄將推動地區安全的下一階段持謹慎樂觀態度。