現貨白銀日內跌幅達3%，現報63.80美元/盎司。現貨黃金失守4360美元/盎司，日內跌幅1.28%。

Euro-area government bond yields rose to multi-year highs on Tuesday, joining a global fixed-income selloff. German 10-year Bund yield climbed to 3.2478%, its highest since May 2011. French 10-year OAT yield rose to 4.0954%, the highest since November 2008. The German-French 10-year spread widened to 86bps, the largest since October 2025. Germany’s 30-year bond yield reached 3.7663%, the highest since July 2011. Markets said a prolonged Iran conflict could force governments to increase spending to offset Middle East energy-supply disruptions; a worsening geopolitical backdrop is also pushing up defence spending, further exacerbating concerns over public finances.

路透調查：英國2026年通脹預計平均爲3.1%，經濟增長爲1.1%（7月調查分別爲3.1%和1.0%）。