RESERVE BANK OF INDIA says guidelines implementing Basel III minimum capital requirements for commercial banks' market risk will take effect on April 1, 2027.

Galaxy Securities says Fed rate hikes do not change the core logic that AI will raise productivity. AI infrastructure build-out is boosting near-term demand for chips, power and related inputs, but over the medium-to-long term AI should lift total-factor productivity and expand supply capacity, producing structural disinflationary pressure that can offset inflation. Global AI capex remains on an upward trend and compute demand should continue to expand. Several Fed officials have signaled AI may raise the neutral rate, implying that even if nominal rates stay elevated the real policy rate could be relatively low. Galaxy concludes the AI sector’s growth resilience should sustain development in a higher-rate environment, and rate-driven valuation repricing may offer more reasonable entry points for firms with genuine earnings support.

美國共和黨策略師、曾任白宮及國家安全官員的馬克·普菲弗勒表示，伊朗和美國仍有意達成協議。他在接受採訪時表示，“有時，外交的關鍵就在於哪些條件被從談判桌上拿掉了。”他指出，伊朗最高國家安全委員會祕書雷扎伊再次提出與美國談判的要求時，他不斷強調結束封鎖、解凍資金以及停止襲擊。但他沒有再提賠償和重建資金。這讓我看到一個具體跡象，即儘管雙方的言辭依然非常強硬，但美國對伊朗施加的施壓行動正在產生一定效果。這也表明，雙方在未來幾周仍在尋找談判空間。