美国国家飓风中心：波洛恢复五级飓风状态。

U.S. equity futures rose as oil prices and U.S. Treasury yields pulled back from recent gains while markets await key inflation data. Subadra Rajappa, head of U.S. research at SOCGEN, said markets remain relatively resilient and there has not been any meaningful tightening in financial conditions. The U.S. 10-year Treasury yield pared gains after sharp rises on Wednesday and Thursday. Oil fell after reports the U.S. and Iran are discussing a phased agreement that could reopen the Strait of Hormuz and lead Washington to lift its blockade of Iranian ports. Sevens Report founder Tom Essaye said in a client note the oil decline and Treasury yield retreat provided relief for investors.

China's deputy UN envoy Sun Lei told an informal Security Council–Arab League dialogue on the 24th that Middle East security should be led by regional states. He said the Palestinian issue remains central and urged irreversible steps to implement a two‑state solution and early Palestinian statehood. China encouraged the US and Iran to exercise restraint and to return promptly to the Islamabad memorandum of understanding, rebuilding a negotiation mechanism based on consensus reached to date. Beijing warned against further spillover to Yemen and the Red Sea, urged parties to stop actions that complicate the situation, and called for effective measures to restore normal, secure transit through the Strait of Hormuz to safeguard global trade and supply chains. It said merchant vessels' navigation rights in the Red Sea under international law should be respected.