瑞银：预计欧洲央行将在2026年12月再加息25个基点，然后暂停。

The Wall Street Journal, citing US and Middle East officials, reports Iran has resumed ballistic missile production, reassembling weapons from pre-existing component stocks in underground facilities. Tehran is producing both liquid- and solid-fuel ballistic missiles at multiple subterranean sites, including the Khojir missile complex, and is attempting to build additional underground assembly points to reduce strike vulnerability. Officials say current output relies on inventory parts and remains below pre-war levels; a US official estimated Iran could assemble at least several hundred missiles from existing components. Analysts note prior stockpiles included warheads, airframes and guidance/control systems, and future output will depend on stock size and the pace of underground repairs—potentially ranging from hundreds to thousands. Pentagon spokesman Parnell said the US has destroyed up to 90% of Iran’s UAV, ballistic missile and naval industrial infrastructure; satellite imagery showing repairs to roads, bridges, production facilities and missile-base tunnel entrances has raised US and Israeli concern that Tehran’s military capabilities are recovering.

智利铜业委员会数据显示，智利科拉瓦西铜矿七月份铜产量同比增长12.3%，达到38,400吨。