日本央行行長植田和男：預計將在基礎通脹接近2%時繼續加息。

US current account deficit widened to $226.8 bln in Q1, up $5.8 bln (2.6%) from a revised $221.1 bln in Q4, and rose to 2.9% of GDP from 2.8%. The increase was not trade-driven: the goods trade deficit narrowed and goods and services exports jumped $50 bln to $1.38 tln. The main drag was primary (investment) income, which swung from a Q4 surplus to a Q1 deficit, signalling changes in relative returns between US residents’ foreign assets and foreigners’ US assets and higher financing costs for an increasingly imbalanced international balance sheet. Annual revisions were large: Q4’s deficit was revised from an initial -$190.7 bln to -$221.1 bln, and the net international investment position was adjusted by nearly $6 tln.

South Korea presidential office policy chief Kim Yong-beom said on June 24 that Samsung Electronics and SK Hynix’s plan to build a new semiconductor cluster has entered final discussions and will be publicly announced once finalized. He said AI-driven chip demand has led to a substantial acceleration of construction at the existing Yongin cluster. SK Hynix plans four fabs in Yongin and is discussing moving completion of the fourth fab forward from 2044 to 2034.