美国财长贝森特：美国正经历短期价格上涨，预计将回落。

Fitch says the US‑Iran war‑driven oil shock has weakened global growth prospects, cutting its 2026 global growth forecast by 0.2ppt to 2.4%. Higher inflation is squeezing real wages, curbing consumption and raising corporate input costs, prompting broad downward revisions to growth. Stronger‑than‑expected AI‑related IT investment is offsetting some weakness, supporting world trade and Asian exports. The Strait of Hormuz has been closed for 14 weeks; Fitch assumes reopening in July. Fitch raised its 2026 average Brent forecast to $87/bbl from $70/bbl in March. The agency views the oil shock as a material headwind but not as severe as 1970s oil crises. Fitch expects the Fed and Bank of England to hold rates this year and resume cuts in 2027; it forecasts a 25bp ECB hike in June, with policy reversal next year.

China's embassy in Wellington said on June 4 it will bar entry and impose other measures on a small group of New Zealand MPs who visited Taiwan despite repeated warnings, saying their meetings with local politicians violated the One China principle. The embassy said the MPs' actions, publicized in local media, amounted to interference in China's internal affairs and fall under relevant PRC laws. Beijing reiterated it opposes visits to Taiwan by foreign legislators and that similar cases will not be exempt from consequences.