澳大利亞財長查默斯：我們剛剛提出立法，將燃油稅再減一個月。這將進一步減輕價格壓力，幫助更多澳大利亞人應對生活成本。

Galaxy Securities says 1H26 Middle East conflict pushed oil and inflation expectations higher, flipping market expectations from Fed cuts to a possible in‑year hike and, together with liquidity realization, caused gold to spike then come under pressure. Markets have largely priced a single Fed hike in H2 into gold. If H2 sees easing of the Middle East conflict and any Hormuz blockade, oil and inflation would likely fall and market expectations for marginal Fed easing could re-emerge, supporting a renewed gold rally. Separately, escalating strains in global order and US debt/credit risks are accelerating de‑dollarization and a re‑anchoring of the global credit/currency system, prompting central banks, institutions and households to increase gold allocations; Galaxy says this supports a medium‑to‑long‑term uptrend in bullion and higher valuations for China’s A‑share gold sector.

伊朗外交部長：（伊朗）石油和石化出口被豁免，封鎖解除，部分凍結資產釋放，同時伊朗啓動重大重建與發展計劃。