蒙特利爾銀行：將Visa(V.N)目標價從387美元上調至405美元。

A Reuters survey of 29 analysts and traders over the past three weeks shows forecasters trimmed gold price forecasts for the first time since end-2023 after a sharp retreat from January’s record high. The median 2026 forecast is $4,509/oz, down from $4,916 three months earlier and marking the first quarterly downgrade in 11 quarters. The 2027 forecast averaged $4,610/oz, versus $5,100 in the prior survey. Most respondents still expect central bank buying and fiscal-sustainability concerns to provide support. Gold hit a record $5,595/oz in January but plunged in Q2 as the Iran war intensified energy-driven inflation and lifted rate-hike expectations, producing the worst quarter since 2013; spot gold is down about 22% since the conflict began.

A US official said on Tuesday local time that parties discussing a coordination plan for navigation through the Strait of Hormuz are not proposing transit fees or other charges for passing vessels. The official said Iran’s negotiating demands were too stringent and are being rejected by Oman, the United States and the international community.