伊朗议会议长卡利巴夫：必须逐步提升霍尔木兹海峡的繁荣与通行能力。我认为应对美国和以色列实施限制措施，海峡通行量仍需增加。

Fed Chair Kevin Warsh said progress in assessing the effects of productivity, data and the inf framework would provide policymakers experience to draw on.

Aluminium fell to its lowest since mid‑February as a stronger USD and easing Middle East tensions weighed on industrial metals. After a 16% drop in June — the largest single‑month fall since 2008 — losses extended. Cooling in the Middle East reduced supply concerns from a region that accounts for about 10% of global output; that squeeze had driven a March–May rally. The USD index rose for a second day and is up roughly 2.5% over two months, partly reflecting a firmer Fed stance and raising dollar‑priced commodity costs for most buyers.