Four traders said on Wednesday the Reserve Bank of India may have intervened in the rupee after U.S. President Trump said the Iran deal was "terminated", a remark that pushed oil prices sharply higher. The rupee slid to 95.5925 per dollar before the RBI may have sold dollars to limit the decline; the rate subsequently stabilised.

PBOC's MPC met for its Q2 2026 review and said the external environment has grown more complex: global growth momentum is weak, geopolitical conflicts and trade frictions are frequent, major economies are diverging, and inflation paths and policy adjustments are uncertain. Domestically the economy is broadly stable and shifting toward higher‑quality growth but still faces weak demand versus strong supply, structural divergence, and external shocks. The committee called for continuing a moderately loose monetary stance, intensifying countercyclical and cross‑cycle adjustments, deploying both aggregate and structural monetary tools, and strengthening monetary‑fiscal coordination to support stable growth and a reasonable rebound in prices.

CNN分析员Stephen Collinson：人们或许会纳闷，为何美军又要轰炸伊朗。毕竟，美国总统特朗普上个月才将结束战争的协议形容为伊朗的“无条件投降”。然而，针对霍尔木兹海峡附近航运遭袭的一系列事件，美国周二对伊朗目标发动了打击；一位官员称此举为“惩罚性”打击，且力度“不成比例”。此外，由于认定伊朗违反了谅解备忘录，美国还重新实施了石油制裁。新一轮打击引发了人们的即时疑虑：这份脆弱的停火协议能否挺过自签署以来最严峻的考验？如果伊朗仍在威胁这一关键石油运输通道上的航运安全，而美国又在再次攻击其港口，特朗普又怎能坦言战争已经结束？ 局势升级正值敏感时刻。伊朗正在为战争初期去世的最高领袖哈梅内伊举行葬礼。其最新举动似乎意在向正在土耳其出席北约峰会的特朗普示威，并展示其自认为在战争期间获得的筹码。美国的最新行动无助于改善北约峰会的气氛，此前，特朗普因盟国未参与军事行动而对其大加指责，而盟国之所以拒绝参与，是因为它们认为该行动非法，且超出了西方联盟的防御职能范围。特朗普曾扬言，如果伊朗违反谅解备忘录，“我们将毫不犹豫地直接把炸弹扔到他们头顶上。”但他同时也极力想要结束这场战争——这场战争让他付出了沉重的政治代价，且他曾警告称其可能引发又一次大萧条。特朗普再次领悟到：挑起对伊战争易如反掌，但要结束它却难上加难。