早盤收盤，國內期貨主力合約跌多漲少，集運歐線跌超9%，焦炭、甲醇、焦煤跌超2%，鉑、鐵礦石跌近2%，SC原油、乙二醇（EG）跌超1%。漲幅方面，碳酸鋰漲超5%，多晶硅漲超3%，液化石油氣（LPG）、滬鋅漲超1%，20號膠、滬錫、棉花、豆粕漲近1%。

ECB Governing Council member Wunsch said the case for another rate hike is less clear than in June. He said the US‑Iran agreement has largely removed the shock's root. Markets are pricing another move but the necessity is weaker than previously expected; if a further hike is needed he would prefer to act swiftly, though not necessarily in July. Wunsch added inflation will show some second‑round effects and stay above target for several quarters, but he is not overly worried; he would not delay long if data warranted another rate increase, without committing to timing.

ROMANIAN DEFENCE MINISTRY said explosive ordnance disposal teams found and safely detonated drone debris in Tulcea county near the Ukrainian border. Preliminary investigation indicates the fragments are from weapons Russia used in its April attack on Ukraine.