伊朗德黑蘭大學研究員埃斯拉米表示，伊朗貨幣貶值源於多重因素，包括與軍事緊張並行的“經濟戰”。他將當前壓力直接與霍爾木茲海峽掛鉤：美國封鎖該海峽，影響伊朗石油及石化產品出口收入，進而衝擊其美元收入。埃斯拉米強調，匯率是重要指標，但並非解釋伊朗經濟困境的唯一標準。他還指出，持續通脹是理解伊朗經濟狀況的重要因素。

港股黃金股走強，赤峯黃金(06693.HK)漲超5%，山東黃金(01787.HK)漲4.4%，紫金黃金國際(02259.HK)、中國白銀集團(00815.HK)漲超3%。

Mexican officials said the government is increasingly confident of a trade deal with the U.S. that could cut tariffs on key exports including steel, aluminum and light vehicles. Officials said negotiators are working toward lowering the U.S. tariff on Mexican light vehicles from 25% to 15% nominal; because the 25% rate only applies to non-U.S.-origin content, the effective duty could decline to about 10–12%. Mexico is seeking terms better than those Ottawa secured last month — Washington offered Canada a 15% nominal rate that could translate to roughly a 7% effective rate after regional-content discounts. Officials said they are also optimistic about cutting U.S. steel and aluminum tariffs that currently run as high as 50%, but specific reductions have not been decided.