Mitsubishi UFJ analyst Lee Hardman said the AUD was the worst-performing G10 currency overnight despite being the best YTD. Selling in AI-related chip names and renewed doubts about semiconductor technology progress revived risk aversion and pressured the AUD. Bullock’s remarks contained no near-term hawkish signal, further weighing on the currency, though markets still price one rate hike later this year.

On the evening of the 27th Iraq’s prime minister ordered security agencies to investigate a Saudi defense ministry claim that drones launched from Iraqi territory attacked Saudi Arabia. Baghdad said it will not allow its territory to be used as a launchpad, will pursue legal measures against anyone proven involved, and described relations with Saudi Arabia as firm and based on mutual respect.

據The Information：美國總統特朗普政府正在最終確定人工智能模型提交框架。