China live-hog front-month futures up 2.00% intraday at 9,685 yuan/ton.

SMBC Nikko Securities strategist Ataru Okumura said stronger US inflation data has lifted Fed tightening expectations and may force the BOJ to follow to avoid yen weakness and higher bond yields. He warned Fed tightening that ignores stricter AI regulation could risk a sharp economic slowdown. The JGB market faces a tug of war between concerns the BOJ is lagging on inflation and flows hedging a downturn; yields could swing sharply as focus shifts between those risks.

烏克蘭資深議員阿拉哈米亞：俄羅斯人帶着嚴格的指令而來，討論艱難。