殼牌首席執行官：六個月前預計油價出現暫時性飆升。

Outside members of a key Japanese government advisory panel said on Thursday Japan should "actively use" more of the large surplus in its Foreign Exchange Special Account to fund government spending, and that existing buffers are sufficient to withstand sizable yen swings. The proposal, made at an Economic and Fiscal Policy Committee meeting, comes as policymakers debate how to finance tax cuts and spending without further enlarging already high government debt. Members urged authorities to "accurately assess and implement" non-tax revenues and unused government funds. The proposal will feed into the budget draft for the fiscal year starting April 1.

Danske Bank strategists said equities rose on Wednesday, with the S&P 500 and STOXX 600 higher and AI-related names posting a third straight session of gains. After-hours results from Alphabet and Microsoft showed divergence between AI-related revenue and capex. Danske flagged that capex guidance remained steady, which could constrain further upside in data-center and semiconductor chains driven by upward earnings revisions. Overall market reaction to the big cloud reports was marginally negative: KOSPI fell 0.7% and Nasdaq futures were down 0.9%—moves that, given recent extreme volatility in AI names, are relatively modest.