歐洲央行首席經濟學家連恩：對於外生供應中斷，最佳反應可能小於對需求衝擊的反應。

US officials said Chinese companies and Iranian officials discussed covert arms transfers routed through third countries to conceal the origin of shipments. Intelligence reviewed by Washington suggests talks included potential weapons deliveries, though officials said it remains unclear whether transfers occurred or received formal approval from Beijing. The report is expected to add pressure on President Donald Trump to raise the issue during his Beijing visit with President Xi Jinping. US officials also said China has provided Iran with intelligence, satellite support and dual-use components used in drones and missiles, while Beijing remains a major buyer of Iranian oil.

VANCE ON IRAN: FOCUSED ON DIPLOMATIC PATHWAY FOR NOW