韓國總統李在明：看到美元兌韓元匯率接近1500-1600，感覺很不尋常。

COMMERZBANK FX strategist says rising Middle East tensions and higher energy prices make a firm ECB signal of willingness to hike further euro-positive. He expects the ECB to hold this week but to raise rates again in September; if the US‑Iran conflict escalates, explicit ECB readiness to continue hiking after September would be decisive in limiting EUR/USD downside. Mitsubishi UFJ strategists see a very low probability of back‑to‑back ECB hikes this week and note even hawks such as Bundesbank president Joachim Nagel favor a hold; the energy-price rebound supports a +25bp September hike call. Euro‑area rate markets are nearly fully pricing two more ECB hikes by year‑end, pushing short-term rates back toward this year’s highs, while softer US inflation has reduced the passthrough from energy to Fed hike odds, shifting yield differentials in the euro’s favor.

India's Prime Minister Modi congratulated Andy Burnham on becoming UK prime minister and said the India-UK Comprehensive Economic and Trade Agreement, which takes effect this month, will further strengthen bilateral ties.