市场消息：伊朗外交部长与乌克兰外长通电话。

UK food inflation eased for a sixth consecutive month in July to 2.2% YoY from 2.4%, helped by World Cup-led promotions in snacks and alcohol, the British Retail Consortium said. Despite higher energy costs linked to Middle East tensions, overall domestic price pressures remained moderate: the shop price index fell to 0.9% YoY, a six-month low, dragged down by summer clothing and footwear clearance, while fresh food prices rose 3.1% YoY (June: 2.8%). Dickinson, chief executive of the British Retail Consortium, called July’s reading 'good news for households' but warned that labour costs, a packaging tax, geopolitical conflict and climate disruptions could push prices up in H2.

ING analysts Warren Patterson and Ewa Manthey said gold rose on Monday after a sharp drop in oil—following a pause in US–Iran hostilities—eased inflation worries and pressured the dollar and US Treasury yields. Lower oil improved the outlook for non‑yielding assets ahead of this week’s Federal Reserve meeting. Markets are focused on the Fed and upcoming US inflation prints for rate guidance. If yields remain subdued, gold should find support near current levels; a hawkish Fed surprise could cap further upside.