据伊朗学生通讯社：伊朗议会副议长表示，美国的挑衅行为至少还将持续63天。他强调，伊朗对美国侵略的回应必须是综合性的，并应在地区内对美形成包围之势。他同时指出，精明的国家行政管理将引领国家走向繁荣，文化、教育与培训问题应受到超战略层面的关注。此外，他还呼吁政府尽快支付农民65%的小麦欠款。

RaboResearch said energy prices have continued to rise, yet U.S. and European 5y5y inflation expectations remain roughly anchored at central-bank targets. The correlation between energy moves and long-term inflation pricing is weakening; markets currently appear to trust central banks to keep long-term inflation anchored. RaboResearch offers an alternative: long-term inflation expectations may be shifting to reflect central-bank credibility, fiscal policy and institutional risk more than short-term oil shocks. It highlights fiscal-dominance risk — if markets doubt central-bank independence, long-term inflation pricing could undergo a sudden, non-linear institutional repricing. For markets, the current stable 5y5y supports policy credibility; but if energy stays elevated and fiscal risks rise, whether long-end inflation expectations and term premia remain muted will be the key watchpoint, and long-dated USTs’ reaction to oil/inflation shocks may better reveal if anchoring still holds than monthly CPI prints.

South Korea's budget minister said Seoul proposed a 3.4 trillion won allocation for nuclear submarines and strategic weapons.