日本3月经济观察家前景指数 38.7，预期48，前值50。

Iran conflict: - U.S.-Iran talks set for Islamabad as ceasefire opens diplomatic window — sources - Iran and Oman will charge fees to ships transiting through the Strait of Hormuz under the current ceasefire plan — AP - U.S., Iran agree two-week ceasefire tied to Hormuz reopening Energy & commodities: - EIA expects Brent-WTI spread to gradually decline as Strait of Hormuz oil flows resume, oil prices fall - EIA expects U.S. retail diesel prices to average the highest in 2026 since 2022 Corporate & technology: - Anthropic: in ongoing discussions with U.S. government officials about Claude Mythos preview and its offensive and defensive cyber capabilities - Apple targets September launch for first foldable iPhone - Intel: joining Terafab project with SpaceX, xAI, Tesla - Broadcom agrees to supply AI chips for Google and signs expanded deal with Anthropic, providing about 3.5 gigawatts of computing capacity from Google processors - Xiaomi hires ex-Tesla manager to lead Europe logistics ahead of 2027 EV push - Tencent develops “DreamNow” AI content platform for AIGC creation and sharing - Tesla Shanghai deliveries rise 23.5% in 1Q, March volumes surge - SpaceX targets late-May prospectus, June roadshow in record retail-focused IPO — sources China policy & economy: - PBOC extends gold buying streak to 17 months despite price drop - Xi urges faster energy transition as Iran conflict jolts global markets Markets & macro: - U.S. orders for business equipment rebound in February, signaling firms pressed ahead with investment before Iran war - UBS Global Wealth Management cuts June 2026 S&P 500 target to 7000 from 7300 - UBS lowers end-June gold forecast to $5,200 per ounce on softer investor demand amid elevated volatility

ANGRY PROTESTERS STORMED THE KUWAITI CONSULATE IN IRAQ'S BASRA AFTER THREE PEOPLE WERE KILLED IN A ROCKET ATTACK FIRED FROM THE DIRECTION OF KUWAIT, POLICE SOURCES SAID