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Good morning. USD/JPY sits at 159.31 with the 10Y U.S. Treasury at 4.664%, keeping funding and FX hedging front and center. Brent at $87.68 after four straight down days trims headline energy pressure. Freight remains tight with Drewry’s WCI at $4,526/40ft, while AI capex stays heavy — Amazon guiding ~$220B for 2026 and Microsoft lining up Maia 300 volumes — anchoring tech supply chains.
