欧洲央行管委卡兹米尔：能源以外的供应链也面临风险。

EXTENSIVE ATTACK BY THE DRONE UNIT OF THE IRGC GROUND FORCES ON POSITIONS OF SEPARATISTS IN ERBIL, IRAQ

Major US banks, including Bank of America, Citigroup, and Goldman Sachs, raised China’s 2026 inflation forecasts and delayed expected rate cuts as Iran-driven oil price spikes increase costs. BofA dropped its call for two 20-basis-point cuts; Citi now expects a single 10-basis-point reduction in H2. Economists see a “wait‑and‑see” stance, ready to act if demand weakens or financial conditions tighten. Markets reflect this caution, with traders scaling back easing bets and China’s 30-year government bond yield hitting an 18-month high last week.