國際原子能機構：報告重申，因2025年6月軍事打擊，該機構對伊朗受影響設施內所有此前申報核材料失去連續性掌握，此問題須以最高緊迫性加以解決。

GBP/USD rose after Israel and Lebanon agreed to extend a ceasefire and Trump said the US and Iran could reach a deal by the weekend. A Monex Europe analyst said those gains are unlikely to persist. Headwinds for sterling include the ongoing closure of the Strait of Hormuz and its trade impact, a cooling UK labour market, softer inflation prints, and the risk of a leadership challenge to Prime Minister Starmer. The analyst said Friday’s Bank of England policymaker-panel survey and US nonfarm payrolls could reinforce downside pressure on the pound.

Russian Foreign Minister Lavrov said at the St. Petersburg International Economic Forum on June 4 that Moscow has updated its Gulf security concept and submitted it to the Gulf Cooperation Council (GCC) and Iran, and is awaiting responses. The proposal affirms a non‑aggression principle and calls for consultations to: sign an agreement to increase military transparency and constrain military actions and exercise preparations; and adopt a package of confidence‑building measures. Deputy Foreign Minister Ryabkov said on June 1 that Russia has prepared the concept and is ready, via diplomatic channels, to assist any subsequent U.S.‑Iran agreement.