汇丰将2026年黄金平均价格预测下调至4490美元/盎司，之前为4560美元/盎司。

JEFFERIES global economist Mohit Kumar said current US Treasury yields are attractive to long-term investors but uncertainty remains high. "We have low conviction on whether the next 10bp move in the 10-year Treasury will be up or down," he said. JEFFERIES is more confident that central banks will not deliver the scale of rate hikes currently priced by markets; LSEG data show money markets currently price about 93bp of cumulative Fed hikes over the next 12 months.

South Korea's industry minister said the United States has indicated it will keep tariffs on South Korea at 15%.