Brent crude fell 5.00% intraday to $78.79/barrel.

股市资金流向图：今日沪深两市主力资金净流出170.37亿元，占比0.56%；大单资金净流出167.84亿元，占比0.55%；小单资金净流入210.62亿元，占比0.69%。

ECB chief economist Lane said inflationary pressures from the Middle East conflict have not yet fully shown up and the bank must prepare. Despite a US‑Iran deal to reopen the Strait of Hormuz, oil has not returned to pre-crisis paths. Four months of elevated energy prices mean inflation is likely to exceed 3% in the transmission chain, with energy this year and next feeding indirectly into food, goods and services. Investors and economists broadly expect at least another 25bp ECB hike to about 2.5% and for inflation to remain above the 2% target for a period. Even if shipping normalizes, oil supply normalization will take months, so high energy costs are likely to increasingly pass through to consumer prices; oil is unlikely to fall sharply from around $80–81 a barrel.