上海黄金交易所黄金T+D 6月11日（周四）早盘盘初下跌2.7%报892.0元/克； 上海黄金交易所白银T+D 6月11日（周四）早盘盘初下跌0.96%报15388.0元/千克。

Henry McVey, KKR's balance-sheet CIO and head of global macro and asset allocation, said in a report that inf in most major economies is likely to remain persistently above market expectations. Geopolitical shocks, including the Iran conflict, are occurring more frequently. The commodities sector, after six years of deflation before COVID, is now showing clearer inflationary trends. KKR projects US CPI at 3.6% in 2026 and 2.5% in 2027 versus market consensus of 3.3% and 2.4%; its inf forecasts for Europe and Japan are also above consensus.

FITCH says commodity price rises and export growth linked to the Iran conflict are largely temporary.