Israeli military said it recently conducted an airstrike that destroyed a Hezbollah rocket launch site it says had been used to fire rockets at Israeli forces in southern Lebanon. The military said Hezbollah fired multiple rockets at its troops earlier; some were intercepted and the remainder fell nearby with no injuries reported.

IEA月報：海灣地區供應損失將部分由非歐佩克+產油國的產量所抵消。

Nordea chief analyst Torbjorn Isaksson says the Riksbank has signalled roughly a 50% chance of a 25bp hike in H2, but current low inflation and a stable krona point to no move. The bank left the policy rate at 1.75% on Wednesday and reiterated it stands ready to act if necessary. Nordea said Middle East risks remain but recent events and lower oil prices have reduced inflationary pressure. Nordea maintains a forecast that the policy rate will stay at 1.75% for the remainder of 2026.