Iran's Fars News Agency said an agreement bans US and Israeli vessels from transiting the Strait of Hormuz.

World Gold Council says central-bank purchases and Asian investor demand are becoming increasingly important and may not move in step with US rates, the dollar or inflation. That does not imply real rates have lost influence; in the near term rising yields can still pressure gold. But if tight policy eventually triggers a growth shock, rising inflation or stress in part of the financial system, longer-term yields could fall and, combined with central-bank and Asian demand, provide support for gold — though not necessarily a repeat of 2025’s outsized gains.

布倫特原油日內漲超2.00%，現報80.39美元/桶。WTI原油短線漲0.4美元，報76.57美元/桶。