澳大利亚6月NAB商业景气指数 3，前值3。

Barclays analysts said rising oil prices — after US strikes on Iranian targets and Iranian attacks on ships transiting the Strait of Hormuz at the weekend — could prompt Bank of England MPC members to signal a bias toward rate hikes in coming months. They warned escalating Middle East tensions and this week’s oil gains raise the risk of stronger inflationary pressure, a focus for MPC members. LSEG data shows markets have fully priced a 25bp hike in 2026 and assign a 28% probability of an additional 25bp by year-end.

市场消息：欧盟对苏丹黄金实施购买、进口和转让禁令。