Bank strategist Ipek Ozkardeskaya said US Treasury bond purchases to suppress yields may prevent markets from fully pricing inflation and fiscal risk and could blunt market reactions to Federal Reserve policy. That, she warned, may make it harder for the Fed to pull inflation back toward its 2% target — an outcome Fed chair Kevin Warsh would want to avoid. Ozkardeskaya added this week's Jackson Hole meeting could clarify how the Fed will fit into government policy plans.

Oil fell more than $1/bbl on Monday as investors sold ahead of a likely US sanctions announcement that could further disrupt Middle East supply. US Treasury Secretary Bessent will hold a press briefing at 02:00 Beijing time on the 25th after previewing what he called "the toughest sanctions in history" on Iran. Commonwealth Bank of Australia commodity analyst Vivek Dhar said it is unclear whether isolating Iran economically will succeed; if Washington's measures work, Iran's capacity to respond with increased violence is an escalating risk for energy markets.

据阿拉伯天空新闻：埃及情报局局长会见了巴勒斯坦副总统兼巴勒斯坦民族委员会主席，双方讨论了西岸局势和即将举行的巴勒斯坦选举。