以色列軍方表示，正在德黑蘭市中心實施空襲。

Major US banks, including Bank of America, Citigroup, and Goldman Sachs, raised China’s 2026 inflation forecasts and delayed expected rate cuts as Iran-driven oil price spikes increase costs. BofA dropped its call for two 20-basis-point cuts; Citi now expects a single 10-basis-point reduction in H2. Economists see a “wait‑and‑see” stance, ready to act if demand weakens or financial conditions tighten. Markets reflect this caution, with traders scaling back easing bets and China’s 30-year government bond yield hitting an 18-month high last week.

Chinese pig farmers face deepening losses as weak pork demand coincides with rising feed costs linked to the Iran conflict. Authorities have repeatedly urged cuts to sow inventories and slaughter rates, while buying frozen pork for reserves after prices hit a 15-year low and margins fell to four-year lows. Sluggish consumption persists post-pandemic, yet oversupply remains. Surging soybean meal and corn prices may accelerate production cuts or force some farmers to exit, according to Mysteel.