欧洲央行管委帕内塔：多个指标显示，伊朗冲突后股市上涨是由于对风险的低估。

Drought-driven low water on the Rhine has forced barges to reduce cargo loads, raising freight costs and threatening supply chains for German manufacturers reliant on river shipments of coal, crude and chemicals, German inland waterways association (BDB) deputy director Fabian Spiess said. The Kiel Institute estimates the multi-month low-water episode in 2018 cut German economic output by about 0.4%. Deutsche Bank economist Marc Schattenberg said the situation is aggravated this year by the closure of a key rail freight line on the Rhine's right bank for construction, limiting rail substitution capacity. Low Rhine levels could also add to inflationary pressure; ECB board member SCHNABEL has flagged river water levels as a possible factor keeping inflation elevated as the ECB weighs further tightening.

Axios, citing U.S. and Israeli officials, reported President Trump told Prime Minister Netanyahu in a recent call that Israeli forces should begin redeploying from areas of Syria and urged a similar pullback from Lebanon, saying they don't want you there, you should redeploy. Netanyahu said Israel needs to retain a security buffer on its borders. The Trump administration has for months pushed for new security arrangements to enable a phased Israeli withdrawal from Syrian territory held since the Assad regime's fall at end-2024, but U.S. officials believe Netanyahu is unwilling to make those concessions. The U.S. has also been mediating implementation of the Israel-Lebanon ceasefire framework, pressing for partial Israeli withdrawals from southern Lebanon, though the withdrawal timetable remains disputed.