EIA短期能源展望报告：预计2026年全球石油需求为1.028亿桶/日，低于此前预测的1.029亿桶/日；预计2027年需求为1.048亿桶/日，低于此前预测的1.053亿桶/日。

JP Morgan Asset Management global markets strategist Raisah Rasid says Indian firms lack exposure to AI hardware and are missing the AI boom, leaving India equities to lag regional peers and contributing to some foreign capital outflows. She warns this has driven earnings downgrades and investor concern over stretched valuations, while noting that broader AI adoption in India could improve productivity and the outlook if it materializes.

Kremlin says Russia will never start a third world war but will take all necessary measures to ensure its security.