英國7月三個月GDP月率 0.4%，預期0.3%，前值0.4%。

Oil jumped more than 6% on Thursday as Middle East tensions raised supply concerns, sending both Brent and WTI futures above $100. November Brent settled up $6.42, or 6.34%, at $107.63/bbl; October WTI rose $6.43, or 6.69%, to $102.48/bbl — the highest close since May 19 and the biggest one-day gain in nearly two months. Sources said Houthi forces took control of Yemen’s Mocha port on Thursday, a move that could further threaten Red Sea shipping. Recent tanker attacks in the Gulf have also constrained traffic through the Strait of Hormuz. Masabuni, head of business development at XS.com, said Houthi strikes on Saudi energy facilities introduce a new risk vector that could extend disruptions from Iran and the Strait of Hormuz to regional export routes, production sites and other energy infrastructure.

CNN, citing multiple sources, reports more than 100 U.S. military advisers are deployed in Saudi Arabia to provide intelligence and targeting support against Yemen’s Houthi movement. The personnel are part of a recently formed joint force command totaling about 200. The U.S. has provided target-location tools enabling near‑real‑time battlefield visibility and geospatial strike support, but is not directly conducting airstrikes or supplying aerial refueling or other combat support. The assistance is described as aimed at helping Saudi forces operate more smoothly and professionally. The expansion of support comes as Houthi forces press advances on the Arabian Peninsula, with fighting at its most intense since 2022; the Houthis recently captured a strategic Red Sea port, raising U.S. and Saudi concern about a possible second front. U.S. officials say they assess there are hundreds of Iran’s Islamic Revolutionary Guard Corps personnel in Yemen working with the Houthis, reportedly with an objective to close the Bab al‑Mandeb. U.S. military leaders remain cautious about deeper involvement over the risk of civilian casualties and political fallout.