現貨黃金突破4300美元/盎司，日內上漲超80美元。

Former BANK OF JAPAN chief economist Seisaku Kameda said a US‑Iran peace agreement is unlikely to change expectations that the BANK OF JAPAN will deliver two rate hikes this year. With inflation pressure rising, the bank is likely to lift its short‑term policy rate from 0.75% to 1.0% at Tuesday’s meeting. Kameda said the April move would have come absent the Middle East war; reopening the Strait of Hormuz could ease some upward pressure on the pace of tightening but would not alter the bank’s intent to raise still‑low real borrowing costs at roughly two hikes per year. He expects a second hike after June, most likely in October or December. Governor UEDA will miss the June meeting for treatment of an infectious hepatic cyst; Deputy Governor Shin'ichi Uchida will lead the post‑meeting press conference and, Kameda said, is likely to reaffirm commitment to further tightening while avoiding explicit timing guidance amid Middle East uncertainty.

Japan's foreign minister spoke by phone with Pakistan's deputy prime minister Dar, exchanging views on the recent easing of tensions in the Middle East.