美联储威廉姆斯：预计2028年美国经济增长率为2.25%，失业率将降至4%。

Guojin Securities says Micron Technology has signed 16 Strategic Customer Agreements (SCAs) covering data center, consumer electronics and automotive end markets; auto SCAs run three years, other SCAs are mostly five years. Those 16 SCAs represent roughly 20% of Micron's DRAM shipments and about one-third of its NAND shipments. The SCAs’ price floors would deliver profitability above prior cycle peaks. Micron expects DRAM and NAND tightness to persist into 2027. Guojin projects sustained supply tightness in the memory sector and continued high profitability at Micron; wider SCA adoption is likely to reduce Micron’s realized-price volatility and earnings cyclicality.

South Korea's finance minister said on Friday the government will lower the national fuel price cap as part of measures to rein in inf. He said officials kept the sixth-round cap unchanged this week amid ongoing Middle East uncertainty, but the seventh-round cap will be set below the current level and maintained until consumer prices stabilize. Seoul introduced a nationwide fuel price cap in March for the first time in decades; authorities now review the cap monthly.