据伊朗塔斯尼姆通讯社：伊朗革命卫队海军称，两艘关闭导航系统的油轮涉及一起事件，在无视无线电警告后于霍尔木兹海峡以南被拦停。

UK Prime Minister Burnham says the government is doing everything to de-escalate the situation and supports the full reopening of the Strait of Hormuz.

Sterling traded around $1.3380 in early European trade on Friday, holding gains as markets digest the UK autumn budget and await the Bank of England's policy decision. Brown Brothers Harriman said the UK October 2026 budget is neutral for the pound and gilts, noting the government has marginally tightened fiscal policy while planning a modest increase in debt issuance. BBH expects the interest-excluded, cyclically adjusted primary balance to improve from a 0.3% of GDP deficit in 2026/27 to a 0.5% of GDP surplus in 2027/28, implying fiscal tightening equal to a 0.8% GDP drag versus 0.6% projected in March. BBH warned that the additional tightening may be too mild to materially curb market expectations of roughly 125bps of Bank of England tightening over the next 12 months.