烏克蘭基輔市長：南部橋樑和地鐵在襲擊中受損。

JPY remains the preferred funding currency for Latin American arbitrage/carry trades despite a sharp BRL/JPY drop after Lula’s re-election. Other regional currencies — CLP, COP and MXN — have firmed, indicating sustained demand for LatAm assets as destinations for yen-funded flows. Standard Chartered’s Tokyo head of Japan financial markets said the arbitrage dynamic is intact, BRL trading in Asian hours is relatively limited and Japanese investors have not built large BRL positions, suggesting spillovers to Japan should be manageable. Borrowing JPY to buy LatAm assets typically benefits from higher local rates, but pronounced currency depreciation can materially erode returns.

烏克蘭總統澤連斯基：俄羅斯夜間向烏克蘭發射了16枚彈道導彈和280多架無人機。