澳大利亞總理阿爾巴尼斯：美國提出的任何新關稅都是不必要的。

World Gold Council says parts of the physical gold market have weakened: India and South Korea trading at discounts, Japan showing sporadic selling, and global gold ETF inflows weak in May. With the Strait of Hormuz standoff ongoing, official holders could intermittently conduct gold swaps or sales. Near-term biggest risk is the energy market—oil is driving inf expectations and bond-yield moves. If inventories fall and energy prices spike, yields would likely rise first, lifting the USD and extending gold's current weakness, with any longer-term safe-haven response to come later.

Yuan Haixia, executive dean at China Chengxin International Research Institute, said short-term priorities are faster implementation of existing policies and preparing incremental measures and policy coordination to shore up micro-level expectations, with the bond market playing a central role. She urged accelerating issuance and use of ultra-long special treasury bonds, local government special bonds and policy financial instruments. On local debt, she said large-scale swap operations have kept aggregate local government debt risk controllable but called for a long-term debt-management framework aligned with high-quality growth. She recommended compiling a comprehensive government asset-liability ledger to assess true balance sheets and repayment capacity, monetizing stock assets via REITs, asset securitization and transfer-of-operations, and linking monetization results to debt limits and transfer-payment incentives.