ECB Governing Council member Stournaras said timely ECB action could reduce the risk that future large rate hikes cause pain.

【期貨熱點追蹤】CMA CGM宣佈10月1日起對亞太和印度至美線旺季附加費實施上調，跨太平洋運價仍處2022年中以來最高！停航增加、燃料成本攀升、亞洲港口擁堵持續，運價上行壓力何時緩解？點擊瞭解。

Sultan Barakat said Iran appeared to avoid turning the Red Sea into a major front in the first six months of the war, preferring Saudi Arabia and Egypt remain outside a US-led military coalition. Tehran likely initially urged the Houthis not to provoke Saudi Arabia, but Saudi strikes on Sanaa international airport in July altered calculations. Iran may not seek direct Saudi–Houthi confrontation, yet once the Houthis respond Tehran is unlikely to demand continued passivity without undermining its alliance credibility. Escalation can align with Iranian interests but does not imply Tehran ordered Houthi attacks. With US fuel prices and inflation rising, the Trump administration is watching Yemen closely; a sustained Red Sea threat could prompt Saudi Arabia and Egypt to move closer to Washington and enable informal coordination with Israel and European naval forces. By threatening the Bab al‑Mandeb strait, the Houthis may therefore produce results contrary to Iran’s initial intent.