英國央行的政策路徑被推向條件分叉：6月還是7票支持維持利率不變、2票支持加息，7月變成6票對3票，說明能源衝擊和二輪通脹風險仍在擡高加息陣營的存在感。多數派同時把政策轉向的條件說得更清楚，若戰爭衝擊很快消退且工資沒有跟隨能源價格擴散，降息討論仍可重新打開。

美國總統特朗普：聯合航空公司參與了杜勒斯機場的（翻新）計劃。

Preliminary data from the Saudi General Authority for Statistics showed Q2 GDP fell 4.8% YoY, after 3.0% growth in Q1. The decline was driven by a 24.7% YoY slump in the oil sector — which grew 2.9% in Q1 — as the US‑Iran war disrupted oil exports. Non-oil activity slowed to 0.6% YoY from 2.9% in the prior quarter. Saudi authorities are prioritizing the non‑oil sector in efforts to rebalance the economy.