巴克萊：將雪佛龍(CVX.N)目標價從213美元上調至216美元。

A recent yen rally prompted a sell-off in Tokyo on Monday, but market participants see limited near-term earnings risk. A Bank of Japan survey of more than 800 firms found a weighted average USD/JPY assumption of 151.49; spot USD/JPY remains roughly 5 yen away from that level, providing a buffer against further yen appreciation. Daiwa Securities chief strategist Yugo Tsuboi said earnings downgrade risk should be small unless USD/JPY moves close to the 150 area, and that current yen strength alone does not appear sufficient to impair corporate profits.

U.S. Defense Secretary Hegseth, speaking on Iran, said the PENTAGON has been and remains at its highest state of readiness since World War II; weapons are loaded and rounds chambered.