The Bank of Thailand is expected to leave policy rates unchanged on Wednesday to preserve policy space, a Wall Street Journal survey of eight economists showed, with respondents unanimously forecasting a hold. Economists said the BOT is likely to treat recent inflation as supply-driven and therefore tolerate it; a retreat in oil prices has reduced urgency to act. Thailand's extended period of very low inflation before recent shocks also provides a buffer. Moody's Analytics economists expect the

Morgan Stanley CIO and head US equity strategist Mike Wilson said liquidity, not rate hikes, is the primary near-term risk for US equities. He noted reserve-management programs are about 75% smaller than their peak and Treasury repo volumes have fallen roughly 50%, tightening market liquidity. Accelerating loan growth is worsening the squeeze as the real economy absorbs more capital while balance-sheet support recedes. Wilson expects US equities to be volatile in July and possibly pull back; a next earnings-driven leg up may be delayed until liquidity headwinds ease. He said last week's FOMC under Fed Chair Kevin Warsh was a necessary step to rebuild Fed credibility and that the S&P 500/gold ratio has risen about 40% since Warsh's February nomination, signaling market confidence. Wilson backed Warsh's move to reduce heavy forward guidance, saying markets should react to incoming data rather than try to pre-empt Fed remarks.

阿曼和伊朗發佈聯合聲明，聲明中強調其“在霍爾木茲海峽領海內的主權權利”，雙方表示，他們致力於確保霍爾木茲海峽的安全通行。