U.S. Defense Secretary Hegseth will testify at a hearing on July 21.

高盛预计，与战争和油价飙升的影响类似，关税和AI需求对美国PCE数据的影响预计将在未来几个月逐渐消退。

The US-Iran war has bolstered hardliners’ influence inside Iran’s government and weakened factions favoring negotiation, George Washington University Middle East politics assistant professor Sina Azodi said. Azodi identified pro-negotiation actors — the foreign ministry, chief nuclear negotiator Ghalibaf, and some IRGC units — who view Iran as having won the conflict but prefer striking a deal to stabilize the situation; hardliners instead seek to use wartime gains to push the US out of the region. He said Iran’s historically slow, factional decision-making has shifted and those advocating more confrontation now hold greater power and influence.