UK-based Windward ship-tracking data on the 3rd show six Saudi tankers are sailing around the Cape of Good Hope, avoiding the Bab el-Mandeb and Red Sea to mitigate security risks from Yemen’s Houthi militants to Saudi-linked vessels. Windward said the Cape route adds roughly 6–7 days for some US-bound tankers versus direct transit through the Suez Canal and Bab el-Mandeb. All six vessels chose to reroute on ballast legs, which Windward says may reflect a Saudi operational policy to keep its ship

美聯儲威廉姆斯：致力於使通脹回到2%的目標水平。

Citigroup and Barclays strategists said yen appreciation could strengthen Asian currencies with high yen correlation, naming the South Korean won, Singapore dollar and Thai baht as the most likely beneficiaries. Japan and the United States previously intervened in FX markets to support the yen after it fell to multidecade lows. As of Monday the yen had risen over 4% vs the dollar in the past three trading days; the won, baht and Philippine peso each gained at least 0.7% over the same period. Barclays said recent USD/JPY intervention may have been coordinated and its spillovers to Asian FX could exceed historical correlations, potentially further lifting yen‑sensitive Asian currencies in the near term, particularly if the dollar weakens. Barclays also flagged that Fed chair Kevin Warsh’s relatively dovish press conference last week helped push the dollar lower, providing additional support for Asian currencies.