上海黃金交易所黃金T+D 6月26日（週五）早盤盤初上漲1.25%報884.2元/克； 上海黃金交易所白銀T+D 6月26日（週五）早盤盤初上漲0.91%報14050.0元/千克。

CITI/YOUGOV survey: UK one-year-ahead inflation expectations were 3.8% in June, down from 4.7% in May.

On the 24th, Prime Minister Takaichi accepted proposals from the ruling LDP and Nippon Ishin to revise Japan’s three security documents. The government plans a formal cabinet revision by year-end and, following LDP guidance, will propose raising defense spending. The LDP offered no explicit target but asked officials to study NATO peers that aim for about 3.5% of GDP. Nippon Ishin called for defense spending above 2% of GDP by FY2026 and urged a realistic review of the Three Non‑Nuclear Principles’ no‑introduction clause, pressing for the prompt acquisition of nuclear submarines.