The dollar softened as US-Iran tensions pushed oil higher but remained close to a one-week peak reached overnight. Deutsche Bank analysts said gains in crude, natural gas and other commodity prices have raised near-term inflation expectations, prompting investors to reprice Fed tightening and leading some market participants to reassess the possibility of a Fed rate hike as soon as next week.

ING economist James Smith says surging AI-driven demand and a global storage-chip shortage are beginning to lift UK inflation. June headline CPI fell to a 15-month low but core CPI was slightly above expectations; portable device prices rose 22% month-on-month, the largest monthly move since the series began in 2015. With food and services inflation cooling, ING sees the Bank of England unlikely to hike near term and expects rates to be held through 2026, with gradual cuts considered from next spring.

據伊朗國家媒體：伊朗軍方表示，已打擊位於約旦阿茲拉克基地和巴林謝赫伊薩空軍基地的美軍目標。