美國高級官員：在與伊朗的協議下，以色列有權自衛，抵禦來自黎巴嫩真主黨的攻擊。

Israeli Prime Minister Netanyahu said Lebanon wants Israel to withdraw from the security zone, but that will not happen.

Goldman Sachs says the dollar has firmed as oil trade via the Strait of Hormuz edges toward normalisation, but markets will watch for any potential pitfalls before a US-Iran agreement is signed. The pace of tanker-flow recovery will be closely monitored. Goldman notes terms-of-trade pressure persisted long after commodity-price peaks in 2022, and says near-term central bank decisions in the coming days are unlikely to be altered by a still-uncertain US-Iran deal.