市場消息：俄羅斯總統普京正在與國家杜馬成員舉行會議。

KfW researcher Philipp Scheuermeyer said the steady rise in the Ifo business climate index suggests German growth momentum should continue. He cited government reforms, strong construction output and a potential pickup in consumer spending as supporting factors. Scheuermeyer warned Q2 signals are more uncertain amid a faltering US‑Iran peace deal; a modest rise in energy prices could be absorbed, but a prolonged disruption to Gulf energy exports would inflict damage via an energy‑price shock.

Brazil's foreign ministry on the 26th recalled its ambassador to Argentina, Julio Bitelli, to protest Argentine President Javier Milei's recent conduct in Brazil. Milei attended the Liberal Party national convention in São Paulo on the 25th, sharply criticized President Luiz Inácio Lula da Silva and said Supreme Court Justice Alexandre de Moraes had blocked his attempt to visit jailed former president Jair Bolsonaro. The Liberal Party formally nominated Bolsonaro's son Flavio Bolsonaro as its presidential candidate at the gathering.