WTI原油期货日内暴涨6.00美元，现报102.67美元/桶，涨幅6.21%。

Iranian Foreign Minister Araghchi said Iran's forces 'severely damaged' the US Fifth Fleet headquarters in Bahrain and other US-supported bases, praising a US acting Navy secretary's frank admission of the damage. Media reports earlier quoted the US official as saying Iranian forces had 'severely damaged Bahrain' in the early phase of the conflict. Open-source analysis had already indicated heavy damage to the Bahrain naval support base, home of the US Fifth Fleet; the official remarks amount to a direct, senior-level confirmation.

On Thursday eurozone bond yields hit multi-year highs: German 10-year yield rose to 3.482%, the highest since 2011, and French 30-year yields climbed above 5.1%, the highest since end-2003. The 10-year French-German spread widened above 90bps, the most since 2012. The moves followed the ECB’s second hike this year and its warning that inf risks remain skewed to the upside, which pushed traders to raise bets on further tightening — markets now price about 60bps more tightening by the April 2027 meeting, up from roughly 51bps before the statement. Aberdeen economist Felix Feather said the key signal was the ECB’s acknowledgement that the economy is stronger and inf prospects more persistent than months earlier, and that the Governing Council appears less confident that 2.5% will be the terminal rate this cycle.