花旗集團將歐洲食品和飲料行業評級從中性上調至超配，將全球醫療保健行業評級從中性上調至超配。

美聯儲巴爾金：消費者信心低迷，但在就業市場保持韌性的支撐下，消費者仍在持續支出。

Al Arabiya, citing unnamed Arab sources, reported a Qatar- and Pakistan-backed proposal has revived substantive US‑Iran nuclear talks. The parties are expected to reach a preliminary understanding allowing Iran to enrich uranium domestically to 3.67%—Tehran has indicated agreement—while Washington seeks to reduce Iran’s existing stock of 60% enriched uranium; third-country assistance to handle high‑enriched material is under consideration. Arrangements are underway for IAEA inspectors to return to Iran, though their mandate remains unspecified. Under the proposed framework the Strait of Hormuz would reopen immediately, maritime restrictions would be lifted, and the US would release $6–9 bln in Iranian assets upon agreement. The report said markets reacted: Nasdaq gains widened to about 3% intraday, spot gold and silver rose, and oil fell more than $1.50 per barrel.