Federal Reserve semiannual report: manufacturing output was strong, driven by AI-related data-center investment, and US production capacity rose at a "solid pace".

资产管理公司Carmignac：日本当局可能关注日元贬值速度而非绝对水平。

The Baltic Dry Index rose 34 points (1.2%) on Friday to 2,944, marking an 8.4% weekly gain as a stronger Capesize index boosted rates. The Capesize index gained 86 points (1.9%) to 4,655, raising Capesize daily earnings by $780 to $38,711/day and delivering about a 13.5% weekly advance. The Panamax index was unchanged at 2,253 but up 2.3% for the week; Panamax daily earnings fell $3 to $20,273/day. The Supramax index rose 6 points (0.4%) to 1,706, up roughly 2% on the week.