HSBC said if the agreement breaks down or is delayed, Brent crude could rebound into the $90/bbl range and may return above $100/bbl.

Economists say even if an Iran agreement is implemented, normalising shipping through the Strait of Hormuz and gas prices returning to pre‑conflict levels could take time. US inflation accelerated in May to the fastest pace in more than three years, but the rise likely has peaked. Andrew Hollenhorst, Citigroup’s chief US economist, cautioned that short‑term energy and oil market forecasts are difficult but that the broader trajectory appears downward. News of a provisional Iran‑US agreement pushed oil prices lower and lifted equities; Stephen Stanley, chief US economist at Santander US Capital Markets, said markets are treating the deal as done and largely reverting toward pre‑conflict conditions.

韓國4月L貨幣供應年率 8.1%，前值由7.2%修正爲7%。