波蘭總理圖斯克：我希望說服歐洲夥伴加大對俄羅斯的制裁力度。

Ukrainian President Zelenskiy said on Monday Ukraine will continue conducting long-range strikes against Russia unless Moscow agrees to an as-yet-unfinished energy ceasefire. Speaking by video at a Warsaw security conference, he said he learned of US President Trump’s Sunday announcement of a ceasefire via the media and that Russia continued to mount air attacks on Ukrainian energy infrastructure afterward. Zelenskiy added that Putin does not follow Trump’s social-media posts and warned Ukraine would respond if Russia does not accept an energy truce.

印度央行爲遏制盧比貶值，在消耗外匯儲備之後轉向“第二道防線”：通過限制衍生品交易、上調外匯風險準備金、爲石油公司開設美元窗口等宏觀審慎工具形成壓力組合。野村指出，若全球環境不改善，後續可能啓用匯率靈活性以及財政與貨幣的協調行動。宏觀審慎工具的直接效果通常有限，市場往往在數週內消化；真正的風險在於“匯率靈活性”被啓用的那一刻——那是貶值預期從隱形轉爲顯性的節點，會同時衝擊套息交易與亞洲貨幣的波動定價。另一層含義是政策路徑分化：美聯儲在10月轉向暫停的預期不斷強化，而亞洲多國央行（印度、新加坡等）正走向收緊。美亞利差的這組反向運動，是未來一至兩個季度新興市場資產定價中尚未被充分反映的變量。