伊朗副外長：任何通過海峽的框架必須與伊朗協調，否則將導致指定航線的暫停。

摩根大通：將2026年底土耳其利率預測從37%下調至35%，反映了油價下跌以及央行採取的鴿派立場。

Gold closed below $4,000 yesterday for the first time since November as sustained selling in gold ETFs and investor reallocations outweighed ongoing central bank buying. Market participants say the Iran conflict is a net headwind for the metal. Several banks cut PTs but still see gold significantly higher by year‑end; Goldman calls for a rebound to $4,900. Some analysts warn current rate‑hike expectations may be overdone and could spark a recovery. Short‑term volatility looks set to persist into Q3. With oil proving resilient amid the conflict and global inflation rising — factors that could prompt further rate hikes and shift funds into yield‑bearing assets — gold is likely to remain under pressure.