南非兰特在央行上调回购利率后回落。

U.S. strikes on Iran pushed oil prices up more than 2.5%. In early European trade, July Brent rose 2.6% to $96.74/bbl and July WTI rose 2.6% to $90.95/bbl. ANZ analysts said traders are increasingly cautious about holding long oil positions until there are signs of de-escalation; supply remains constrained and key issues are unresolved. With disruptions having driven inventories sharply lower, market participants are awaiting U.S. EIA weekly stock data due Thursday evening.

UOB economists said in a report that despite the government’s recently announced fiscal package, growth headwinds remain in Thailand. Domestic demand is still uneven, and the risk of an energy shock is weighing on consumer confidence and employment. The new co-payment program, designed to ease living costs and stimulate local economies, should be viewed as a targeted fiscal shock absorber rather than a conventional demand-boosting stimulus. UOB maintains forecasts for Thailand GDP growth of 1.5% in 2026 and 2.4% in 2027, compared with a 2.4% increase recorded in 2025.