New Zealand May food price index MoM 1.0% (prior 0.0%).

美國高級官員：諒解備忘錄包含一項可能價值3000億美元的伊朗重建基金。

Capital Economics chief economist Neil Shearing said he expects energy supply to recover to roughly 80% of pre-disruption levels by end‑Q3. He warned oil flows through the Strait of Hormuz may take longer to return to pre‑conflict levels because tankers are out of position, production and refining need time to ramp to full output, and insurance costs and availability for transits remain a constraint. Gas supply could take longer to normalize after Iranian attacks on Qatari facilities knocked about 17% of capacity offline.