ECB President Christine Lagarde said she does not currently intend to run in next year’s French presidential election but plans to voice her views on Europe’s future during the campaign. She said Europe must be protected and the EU remains an important framework for member states, including France. Lagarde acknowledged prior speculation she might leave the ECB early to enter French politics, but said she would not step down while the central bank faces major challenges.

科創50指數跌超4%，芯片股領跌；成分股中，晶合集成跌超16%。

State Street analyst Masahiko Loo said Japan’s finance minister Katayama’s remark that pension funds may boost allocations to financial assets would be supportive for Japanese government bonds and the yen. Any asset-allocation shift is likely to be gradual; historically pension funds deviate only modestly from domestic bond targets, implying limited but meaningful scope to raise domestic bond exposure. Loo said the comment also signals policy intent amid market doubts over how much firepower the finance ministry has for FX intervention. With over $1 trillion in foreign-exchange reserves, intervention remains an option, but keeping domestic institutional capital at home would be a more durable structural support for the yen; State Street remains constructive on JGBs and the yen over the medium-to-long term.