德商银行：将年末黄金价格预测下调至每盎司4500美元（此前预测为4800美元）。

日本财务大臣片山皋月：与市场沟通编制预算的过程至关重要。

Mitsubishi UFJ analyst Lee Hardman said the AUD was the worst-performing G10 currency overnight despite being the best YTD. Selling in AI-related chip names and renewed doubts about semiconductor technology progress revived risk aversion and pressured the AUD. Bullock’s remarks contained no near-term hawkish signal, further weighing on the currency, though markets still price one rate hike later this year.