Kobeissi報告指出，美國消費者預計未來一年通脹率將升至約4.6%，爲過去12個月以來第三高水平。這一預期較2026年初高出1.1個百分點。與此同時，自發提及汽油價格是主要擔憂的消費者比例升至約30%，爲至少兩年來第四高水平。此外，約37%的消費者提及關稅，爲4月以來最高比例。這表明，美國消費者普遍認爲，新一輪通脹已經開始。

President Trump said the conflict with Iran will end, possibly before the midterm elections or immediately afterward. He said Iran is very eager to reach an agreement and the U.S. does not care whether Gulf states meet with Iran, calling that their choice.

Muhammad Basha, founder and analyst at independent risk consultancy Basha Report, said Saudi Arabia faces growing pressure to mount larger operations against Houthi forces, but any campaign would rely heavily on ground troops. He noted the Saudi-led coalition has not formally acknowledged air strikes but it is certain Saudi is providing air support. Air power alone will not be decisive, he said: aircraft and firepower can suppress or slow Houthi advances, but decisive effect comes from ground forces. Basha expects the US will not directly join combat — the US is not fighting the Houthis and the Houthis are not fighting the US — though Washington could back Saudi action with intelligence, ISR, aerial refueling, logistics and military advice. He warned the Houthis will try to seize the whole country and predicted neither side will collapse quickly, making a protracted conflict similar to Sudan more likely, with both parties ultimately forced into negotiations.