Uchida, deputy governor of the Bank of Japan, said when asked about the pace of future rate hikes he will continue to monitor developments in the Middle East and closely watch how they affect financial and FX markets, Japan’s economy and prices.

Leslie Falconio, head of taxable fixed income strategies at UBS Global Wealth Management, said the U.S.-Iran agreement drove oil prices lower and strengthened Treasuries, reducing pressure for Fed rate hikes. She noted two-year Treasury yields had risen earlier because markets had priced nearly a 100% probability of a December hike; with oil retreating, markets are retracting those expectations and two-year yields are pulling back. New Fed chair Kevin Warsh will preside over his first rate decision this week; Falconio expects the FOMC to formally drop an easing bias, making the policy outlook more hawkish. She still expects the Fed's next policy move will be rate cuts in 2027.

据AXIOS网站：消息人士称，美国中央情报局局长对伊朗协议持怀疑态度，认为伊朗并不愿意在最终协议中做出美国所要求的核妥协。