據紐約時報：儘管內塔尼亞胡和卡茨發表了聲明，但以色列國防軍指揮官在黎巴嫩的行動受到了極大的限制，現在士兵只有在面臨直接威脅時才能開火。

British politics is again in flux as Labour leader Keir Starmer faces an internal rebellion, raising the prospect of a seventh prime minister in ten years and extending policy uncertainty for markets. Two front-runners in early market pricing are Andy Burnham—advocating progressive capitalism, greater state intervention, stronger public services and devolution, long pro-EU but cautious on rejoining (prediction markets ~94% support)—and Wes Stretton, a centrist proposing tax reform (aligning capital gains with income tax) and an explicit pro-EU rejoin stance (prediction markets ~1%). Recent precedent shows leadership moves can be market-moving: Liz Truss’s short-lived fiscal package triggered severe market turbulence and a sharp fall in sterling; Boris Johnson completed Brexit but left after a governance scandal. Structural constraints persist: Brexit’s drag on trade, investment and labour mobility; intense intra-party politics that shorten leaders’ tenures; and concentrated socioeconomic pressures—manufacturing hollowing, ageing population, rising fiscal and public-service burdens, and regional disparities—limit any government’s ability to deliver quick fixes. For asset allocators and macro traders, the immediate implications are elevated political risk and policy uncertainty around fiscal, regulatory and EU-related direction rather than a clear directional break.

Shanghai Chaosilicon said it began volume production in May and shipped 12‑inch square silicon wafers to a major customer for use in next‑generation CoPoS advanced packaging for AI/HPC chips.