美、布兩油日內均跌超1%，現分別報70.61美元/桶和74.34美元/桶。

S&P Global said on the 25th that 78 vessels transited the Strait of Hormuz on the 24th, the highest daily count since the Iran conflict began. The month's daily average transit rate has recovered to roughly 57% of pre-conflict levels; cumulative transits reached 551 as of the 24th and the month is on track to be the busiest since the conflict began. Departing vessels include ships long idled by the conflict as well as recent entrants, signaling early normalization of shipping activity, though continuation depends on consolidation and implementation of related agreements.

“美聯儲傳聲筒”Nick Timiraos：5月份美國核心PCE環比爲0.32%，略低於預期，但仍爲過去12個月中第四高的月度數據（年化爲3.9%）。過去12個月的漲幅爲3.4%，是自2023年10月以來的最高水平，6個月的年化率超過4%。