美联储哈玛克：企业已经适应了关税和石油冲击，展现出了韧性和投资潜力。

Oil eased after a five-day rally, with WTI sliding below $82/bbl and Brent briefly dipping under $87 after a cumulative five-day gain of about 11%. Traders are waiting for signs of progress on reopening the Strait of Hormuz; there has been little movement and Trump said the US has "complete control" of the waterway. The IEA said that with the US‑Iran war continuing the global oil market faces roughly a 1.8 mln bpd supply gap this quarter—more than double its prior estimate—and warned 2026 could see the largest shortfall in five years. The American Automobile Association said US gasoline and diesel prices are at their highest for this time of year.

Mustafa Khoshcheshm, a professor at Tehran University of Applied Science, said after attempts to reopen the Strait of Hormuz faltered US President Trump is seeking a way to end the confrontation without admitting defeat. He told Iranian media Trump refuses to concede defeat and has been seeking an exit that can be portrayed as a victory; he added that, in his view, vessels currently transiting the Strait are using Iranian-controlled routes, which he interprets as evidence the US has been losing the campaign. Khoshcheshm also said Washington has ordered US diplomatic posts in the region to operate at minimum staffing, a move he said could indicate plans for a large-scale strike against Iran in the coming weeks or months.