Goldman Sachs expects a 25bp Fed hike in September. TD Securities expects a 25bp September hike. Citigroup expects a 25bp September move and expects rate cuts before mid-2027. China International Capital Co expects a 25bp September hike, citing benefits to Fed credibility. BNP Paribas SA expects a 25bp September hike plus two further 25bp increases in December and January. ING expects a 25bp September hike, describing it as a recalibration of policy rates. HSBC expects 25bp hikes in September an

學者Sultan Barakat指出，戰爭爆發後的頭六個月裏，伊朗似乎一直試圖避免紅海成爲另一條主要戰線。讓沙特阿拉伯和埃及這兩個毗鄰紅海的關鍵阿拉伯國家置身於美國主導的軍事陣營之外，顯然符合伊朗的利益。合理推測，德黑蘭最初曾要求胡塞武裝不要挑釁沙特阿拉伯。但沙特7月對薩那國際機場發動的襲擊改變了這一盤算。伊朗可能並不希望看到沙特與胡塞武裝發生對抗，但一旦胡塞武裝決定作出迴應，德黑蘭幾乎不可能要求其繼續保持被動，否則就會削弱伊朗此前一直維護的這一聯盟的可信度。局勢升級同樣符合伊朗的利益，但並不意味着伊朗下令發動了胡塞武裝的攻勢。 鑑於美國國內燃料價格飆升以及通脹困擾，特朗普政府很可能正密切關注也門局勢升級，但這對美國而言或許也存在一個意外利好。截至目前，美國一直難以說服地區盟友和國際盟友加入其與伊朗的對抗。沙特阿拉伯和埃及一直有充分理由與美國保持距離，但對紅海的直接威脅將改變這一局面。即使沒有正式合作，美國的協調也可能讓以色列、沙特、埃及和歐洲部隊在一場海上對抗中站在同一陣營。因此，胡塞武裝可能會產生與伊朗最初意圖相反的結果。通過威脅曼德海峽，他們可能促使沙特阿拉伯和埃及進一步靠近華盛頓，同時與以色列形成新的、基本未公開承認的協調機制。

At a results briefing Guoguang Co. said El Nifio has driven localized extreme weather—heavy rains and floods in some regions and high temperatures and drought in others. Some of the company’s plant growth regulators offer stress resistance, root promotion and anti-lodging effects, which can boost regional demand (e.g. growth control/anti-lodging products in wet, windy areas; heat/drought-resilience products in dry areas). However, demand also depends on planting area, crop mix, climate, farmgate prices and farmer usage habits, so climate effects are regional. The company has not found El Nifio to have a material impact on overall operating performance to date.