Bank of England MPC member Taylor said in his view holding rates unchanged at this level is the correct and appropriate policy response.

After the Islamabad MoU, substantive US–Iran talks have opened, but CITIC Securities says the main near-term risk is domestic political pressure in the US, Israel and Iran rather than an immediate war. Keeping the Strait of Hormuz fully open faces significant hurdles; apart from proxy-force dynamics, meaningful progress on the nuclear file within 60 days is unlikely and a prolonged stalemate is possible — lowering the odds of rapid large-scale conflict but also of a stable agreement. Strategically, the episode will push Gulf states back toward a security-first governance posture since the Arab Spring while sharpening incentives for economic diversification, potentially creating cooperation opportunities for China in traditional and new energy and the digital economy.

据伊朗塔斯尼姆通讯社：伊朗央行行长称，德黑兰在现有协议下没有义务从美国购买农业投入品。