得州教師退休基金全球研究主管沙恩·麥奎爾：機構投資者的黃金敞口微乎其微，黃金真正的看漲邏輯在於獲得機構投資者的認可。

Germany's economy ministry said economic growth momentum may temporarily slow in Q3.

Semafor reports the White House is actively discussing suspending U.S. intelligence sharing with Ukraine, but officials have not reached a decision. President Trump told reporters yesterday the U.S. is still sharing intelligence and said “we are helping them,” while stressing his goal to end Russia’s long-running action in Ukraine. A Trump administration official said Trump is “very angry” and could order a halt, though the official suggested any cutoff be limited to intelligence used to strike targets inside Russia. CIA Director Ratcliffe is reported to oppose stopping the sharing. Last year Trump briefly suspended intelligence cooperation after a tense Oval Office meeting with Zelenskiy; Zelenskiy recently said Ukraine received no partner intelligence during a recent Russian missile attack.