市場消息：東芝將投資600億日元，把硬盤（HDD）供應能力翻倍。

Logan, a 2026 FOMC voter and Dallas Fed president, said the Fed should raise rates by at least 50 bps and will likely need several additional hikes to offset last autumn’s cuts. He warned inflation cannot reach the Fed’s 2% target without higher rates and said policy should be kept modestly restrictive, though the exact level is uncertain and may require further tightening. On the recent rise in US Treasury yields, Logan said if moves reflect markets pricing a more aggressive Fed, that does not substitute for policy action; if driven by a higher term premium, the rise could slow growth and reduce the need for additional tightening.

Japan's Prime Minister Takaichi said the FX market is being affected by multiple factors.