黎巴嫩消息人士：目前沒有計劃在下個月舉行黎巴嫩與以色列的新一輪談判。新一輪談判可能在今夏之後進行。

Al Jazeera cited Yemeni government media as saying Houthi forces again bombed the government-controlled Mokha port.

CITIC Securities said US-Japan joint FX intervention aims to prevent spillovers from sustained yen weakness. Japan’s inflation remains below the BOJ target, limiting willingness to tighten policy; Sanae Takaichi’s proposed tax cuts could widen Japan’s fiscal gap and erode confidence in yen assets. The US is concerned that yen stabilization or Japanese reductions in US Treasury holdings could, amid elevated US debt supply, push up long-end US yields. Short-term intervention should help stabilize expectations, but with US-Japan rate differentials still wide the scope for a sustained large yen rally is limited. The report adds that US equities retain clearer advantages over Japanese stocks on earnings growth, industry structure and the AI supply chain.