Yuxin Investment Research Institute strategists said the US-Iran temporary peace deal has reduced but not eliminated market expectations of Fed rate hikes, which has capped the dollar's fall. LSEG data show a 68% probability of a 25bp hike in December and the market fully prices action by March next year. The strategists said the ongoing possibility of hikes should keep the dollar's decline less pronounced versus other assets, notably oil. The agreement is temporary and opens a new 60-day negoti

Iranian media reported on the 15th that a source said Washington offered fresh concessions to Iran after Israel struck Lebanon on the 14th to advance a ceasefire memorandum. The source said Iran had been preparing a large-scale retaliatory strike on Israel and talks nearly collapsed, but U.S. intervention by President Trump led Washington to propose concessions aimed at preventing an Iranian attack. Iran ultimately judged the agreement to align with its national interest and that of the Lebanese people. The source said the memorandum’s final-stage key amendments were: replacing a planned 30-day phased lifting of a maritime blockade on Iran with an immediate lift, and explicitly extending the ceasefire to all fronts including Lebanon while adding language affirming respect for Lebanese sovereignty and territorial integrity.

英国政府发言人：针对社交媒体禁令的立法将于今年晚些时候出台。