The decline in oil also helped ease concern over inflation pressure on transport companies, logistics operators, retailers and households. The divide showed that investors remain selective after the rapid unwind in AI-related positions. The yen remained near historically weak levels, even as the dollar softened slightly after the easing of Middle East tensions. Even so, investors remain sensitive to any sign that fiscal expansion could make it harder for the central bank to raise rates. Investors remained cautious ahead of a heavy week of central-bank decisions and major corporate earnings.