加拿大7月Ivey未季調PMI 54.1，前值59.7。

伊朗議會議長卡利巴夫：（談及特朗普）“大規模襲擊即將到來……等等，算了，他們想談判。”這就是不斷循環的“戲劇化外交”。利用恐嚇、違背承諾以及假新聞作爲施壓手段，是一種失敗的策略。承認事實並履行你的承諾。我們不需要更多作秀。

The UN Food and Agriculture Organization said its food price index rose 0.6% MoM in July to the highest level in more than three years, led by gains in cereals, sugar and vegetable oils. Market focus has shifted to weak harvests, trade uncertainty and extreme weather. Escalating attacks in the Russia‑Ukraine war have intensified supply concerns for Black Sea exports, lifting wheat to a two‑year high in June. Extreme heat has damaged European crops and US drought threatens corn and soybean yields. Iran‑related fighting has disrupted fertilizer supplies and pushed energy costs higher, and a strong El Nifio raises further production and trade risks for global food markets.