美国白宫国家经济委员会主任哈塞特：通过霍尔木兹海峡的船只数量较正常水平下降了10%。

China’s policy easing remains likely but could be delayed amid elevated uncertainty, according to Ho Woei Chen of UOB. The bank maintains its call for a 10bp policy rate cut and sees room for a 50bp reserve requirement ratio cut if growth risks increase. However, it has pushed back its easing forecast to 3Q26 from 2Q26, with targeted measures likely playing a bigger near-term role. The People's Bank of China is still expected to keep policy “moderately loose,” she adds.

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