CBOT农产品晚间分析：CBOT玉米、大豆、小麦轮番冲上数月乃至数年高点，在战争溢价与极端天气的双重博弈下，冲高回落后是见顶信号，还是暴风雨前的宁静？

ECB executive board member Kocher said on Friday the bank does not yet see clear second‑round effects but risks of persistent inflation remain. Beyond oil, the ECB’s attention is shifting to the gas market, food prices and euro‑area wages. He said energy price increases typically feed into services prices with a longer lag while pass‑through to goods is faster. Kocher added the September meeting will be particularly important for gauging how energy market developments affect inflation.

伊朗外交部发言人：海湾合作委员会成员国应就参与对伊朗军事行动作出回应。