欧洲央行行长拉加德：小规模且短暂的供应冲击可以忽略不计。

Chinese government bonds are emerging as a viable reserve asset, having remained resilient through geopolitical shocks like the Iran conflict, according to Gavekal Research. Analysts note China’s long-term bonds outperformed US Treasuries after Covid-19 and stayed stable post-Ukraine war, benefiting from low-cost electricity and industrial strength. The report suggests China’s sovereign debt, supported by its economic and trading dominance, could attract reserve flows in an inflationary world, shifting interest from gold and US Treasuries to renminbi- and Asian-currency-denominated assets with yields.

标普500指数期货涨幅大幅收窄至0.7%，消息面上，有报道称伊朗不会不会与违约方进入任何谈判进程。