News

According to RIA Novosti, Russian air defense systems shot down 71 Ukrainian drones last night.

According to US Politico reporters: The Republican leaders of the US House of Representatives have notified House Republican members to return to the chamber within 36 hours, and said they expect to vote on restarting the government this week, provided that the Senate finally votes to pass the relevant bill.

Bank of Japan review member Junko Nakagawa: After the temporary slowdown caused by the impact of tariffs, overseas economies are expected to return to a moderate growth track.

Bank of Japan review member Junko Nakagawa: Rising inflation may also weaken demand, prompting manufacturing companies to cut costs and curb their willingness to raise wages.

Bank of Japan review member Junko Nakagawa: Japanese companies are becoming more active in raising prices and wages, which may affect household sentiment and inflation expectations.

Bank of Japan review member Junko Nakagawa: Medium- and long-term inflation expectations are gradually rising to 2%.

Junko Nakagawa, a member of the Board of Review of the Bank of Japan: The risks I am concerned about include the outlook for the U.S. economy, such as the impact of tariffs on the economy and prices that may be greater than expected, and the possibility of changes in expectations for investment growth driven by artificial intelligence.

Junko Nakagawa, a member of the Board of Review of the Bank of Japan: Japanese corporate profits may weaken due to the impact of tariffs, but as overseas economies recover and real wages rise, driving increased consumption, corporate profits will subsequently improve.

Junko Nakagawa, a member of the Board of Review of the Bank of Japan: The basic assumptions of the overseas economy remain unchanged.

BoJ Review Member Junko Nakagawa: Overall, medium- and long-term inflation expectations are gradually moving closer to 2%.

Junko Nakagawa, a member of the Board of Review of the Bank of Japan: The service industry consumption trend tends to fluctuate sideways after a moderate increase.

Bank of Japan review member Junko Nakagawa: Consumption remains strong, but demand for non-durable goods is weakening due to rising food prices.

Bank of Japan review member Junko Nakagawa: Despite the impact of U.S. tariffs and uncertainty about the outlook, companies still maintain their willingness to spend capital.

Bank of Japan review member Junko Nakagawa: The Bank of Japan will consider the still high uncertainty in trade policy and make appropriate policy decisions.

Junko Nakagawa, a member of the Board of Review of the Bank of Japan: The Bank of Japan is expected to continue to raise interest rates based on the improvement of the economy and prices.

Market news: The number of flight delays in the United States exceeded 10,000 on Sunday, the worst day since the government shutdown.

The new consumption concept of Hong Kong stocks strengthened in early trading. Shanghai Auntie (02589.HK) rose by more than 10%, Bubble Mart (09992.HK) rebounded and rose by more than 6%, Weilong Delicious (09985.HK), Nayuki's Tea (02150.HK), Chabaido (02555.HK), Mixue Group (02097.HK) and other stocks followed suit.

Hong Kong stock China Duty Free (01880.HK) rose more than 10%.

Hong Kong airline stocks were active in early trading. China Eastern Airlines (00670.HK), Air China (00753.HK), and China Southern Airlines (01055.HK) all rose by more than 2%. Cathay Pacific Airways (00293.HK), BOC Aircraft Leasing (02588.HK) and other stocks followed suit.

Japanese Prime Minister Takaichi Sanae: He does not rule out the possibility of lowering the consumption tax in the future, but the first priority right now is to formulate a package of measures to alleviate the impact of rising living costs.