日本央行6月政策會議摘要：即便在6月加息後，日本央行仍需保持進一步加息的立場，前提是經濟和價格走勢符合預期。

On the 23rd, President Trump said on social media the Senate resolution limiting presidential war powers was "untimely," adding he has "driven Iran to the brink" and that Iran is "willing to make substantive concessions." He called the vote "aid and comfort to the enemy" and said senators had made his job harder but he would "get it done." The U.S. Senate on the 23rd passed a resolution requiring Trump to end U.S. military action against Iran and to obtain congressional authorization before undertaking future military action; the measure had previously cleared the House.

Huatai Securities says market fears of 2027–28 overseas electrolytic aluminium capacity additions—focused on Indonesia, India, Angola and Saudi Arabia—are overstated. Accounting for China's domestic capacity ceiling, uncertainty over overseas power infrastructure and supply-demand modelling, Huatai judges current forward pricing too pessimistic and expects overseas forward supply-demand to remain at a tight balance. If global power constraints worsen and AI-related new demand scales up, the market could move into a material shortfall. On costs, Huatai expects the full-cost midpoint at high-cost smelters to continue rising and estimates a 2027–28 overseas spot aluminium floor (including spot premiums) above $3,000/t, roughly ¥22,000/t domestically. Current equity market pricing for the aluminium sector is materially below those support levels, implying valuations may be depressed.