克里姆林宫外交政策顾问：欧洲人错误地认为战场形势正在向乌克兰倾斜。

US Conference Board Coincident Index rose 0.2% MoM in May; prior 0.3%.

Ritesh Ganeriwal, head of investments and advisory at Syfe, said Fed language showed a tightening bias, signalling inflation risks remain even if the Iran conflict ends and energy supply normalises. He said a hike this year is still possible but far from certain and would face a high bar; if a US‑Iran peace holds and oil stays lower, the Fed may have less reason to tighten. Syfe added the dollar could weaken and said the Fed’s new chair Wash has expressed a lack of confidence in the committee’s own economic forecasts. The firm says bond yields now, “for the first time in years, truly compete with equities,” and “every additional month of waiting forfeits yields that could have been captured.”