据Axios：伊朗议会议长卡利巴夫表示，美国内部也存在分歧，鲁比奥走一条路线，而万斯走另一条路线。

Ed Yardeni, president and chief investment strategist at Yardeni Research, said he believes Walsh is using aggressive inflation rhetoric to lower borrowing costs by pushing down government bond yields that feed into mortgage and auto loan rates. Yardeni said he thinks the Treasury and the Fed have effectively struck a new arrangement to suppress the 10‑year Treasury yield: Bessent and Walsh are acting as a team and have persuaded Trump that the best way to lower borrowing costs is to take a hard line on inflation and, if necessary, raise rates. That, Yardeni said, should push down bond yields and stimulate the economy. He noted Bessent has recently acknowledged the bond market’s power and Trump’s acceptance; Bessent told the New York Economic Club on June 23 that more governments have been toppled by the bond market than by artillery.

JEFFERIES said once South32 completes the sale of its aluminium-related assets to Alcoa, excluding the idle Mozal smelter, the company is likely to accelerate capital-management measures. These could include larger share buybacks and JEFFERIES does not rule out a more aggressive external M&A expansion strategy.