日本央行審議委員增一行：日本央行必須進一步加息，並將其政策利率推升至估計的中性水平，以便靈活實施政策。

Israeli media reports a former Yemeni military officer said the Yemeni government’s high-profile claims of battlefield gains yesterday concealed losses along the coast. He described the situation as dire and said reversing the losses would require deeper Saudi intervention and activation of the Mecca Collective Defense Agreement to draw in Turkey and Pakistan.

South Korea is set to announce a U.S. energy investment package worth more than $100 billion to support American AI infrastructure, the Wall Street Journal reports. The plan would finance up to eight nuclear reactors and one natural gas project in the U.S., and stems from last year’s Washington-Seoul trade deal. Under that deal tariffs were cut from 25% to 15% on many goods including autos, and Seoul had pledged $350 billion in U.S. investment plus an additional $100 billion in U.S. energy purchases. No projects had been implemented under the earlier pledge, prompting U.S. frustration; Trump threatened in January to raise tariffs again. Negotiations are nearing agreement on two pacts and an announcement could come as early as next week, though details and timing remain subject to change.