土耳其外交部長：土方認爲特朗普此前關於“停火結束”的表態，並不意味着停火協議真的終止，而是針對伊美之間近期發生事件的迴應。

State Street analyst Masahiko Loo said Japan’s finance minister Katayama’s remark that pension funds may boost allocations to financial assets would be supportive for Japanese government bonds and the yen. Any asset-allocation shift is likely to be gradual; historically pension funds deviate only modestly from domestic bond targets, implying limited but meaningful scope to raise domestic bond exposure. Loo said the comment also signals policy intent amid market doubts over how much firepower the finance ministry has for FX intervention. With over $1 trillion in foreign-exchange reserves, intervention remains an option, but keeping domestic institutional capital at home would be a more durable structural support for the yen; State Street remains constructive on JGBs and the yen over the medium-to-long term.

國際金融協會：美聯儲更趨鷹派，加之油價波動再現，可能會收緊美元流動性並提高新興市場的風險門檻。