欧元兑美元EUR/USD突破1.16，日内涨0.50%。

U.S. equities may have further upside, underpinned by solid earnings momentum, Capital Economics says in a note. While high oil prices typically weigh on stock performance, the firm argues the U.S. entered the conflict from a position of strength and does not currently see a recession as likely. This backdrop could allow the S&P 500 to grind higher even if oil remains elevated. Still, Capital Economics cautions that sharp swings in investor risk appetite could ultimately dominate market direction. Investors are closely monitoring developments in the Middle East conflict.

EIA短期能源展望报告：预计2026年美国原油需求降速为4.00万桶/日，此前为-1.00万桶/日。