Mona Yacoubian, director of the Middle East program at the Center for Strategic and International Studies, said repeated instances in which the Trump administration escalated threats but then held fire have led Iran to conclude it holds the upper hand in the confrontation. She identified a recurring pattern—military escalation, announced but unrealized diplomatic breakthroughs, then a return to threats—that reinforces Tehran’s perception. Yacoubian added the latest U.S. strike was likely delayed

After a historic US-Japan joint intervention, markets are watching whether the yen can sustain gains and drive USD/JPY below the 155 level. Strategists say 155 is the key test: April–May interventions briefly pushed USD/JPY toward 155 before the pair reversed, underscoring that official action may only buy time. BofA Securities’ chief Japan FX and rates strategist Shusuke Yamada warned that failure to breach 155 could prompt market views that policymakers have exhausted tools and that continued breaks below 155 would flip market logic from buy-the-dip to sell-the-rally. Wells Fargo strategist Chiddu Narayanan said a move below 155 would raise the risk of a yen short squeeze; even partial covering could generate significant yen buying and, as leveraged accounts cut exposure, USD/JPY could retrace deeper, possibly toward 152.

杜克能源(DUK.N)：额外合同可能使创纪录的五年资本计划再增加50亿至100亿美元。