- U.S. crude rose ~1.3% and Brent climbed above $106 per barrel — renewed supply concerns from Middle East incidents cited.
- The 10-year U.S. Treasury yield moved higher, contributing to risk-off tone in equities.
- Calls from AI industry leaders to slow development continued to weigh on chip and tech sectors across markets.
- Investors expect guidance from the Fed and BOJ to clarify near-term rate moves and liquidity outlooks.
- Higher energy and bond-driven inflation risks increase the chance that central banks emphasize further tightening or a cautious stance.
- Asian equity and currency volatility likely to remain elevated until policy statements and press conferences are digested.
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