UK Prime Minister Starmer said any Labour prime minister would support defence spending plans.

Analyst Andrew Sacher said Kevin Warsh's June FOMC debut left markets debating whether he is hawkish or dovish. With the FOMC split on hiking versus holding rates, Warsh's stance is pivotal; the Sintra meeting will be a fresh opportunity to reassess. Sacher views Warsh primarily as a politician who tailors comments to both wings—rhetoric may tilt hawkish, stressing price stability to reassure members favoring hikes as a signal of Fed independence from Trump. His actions, notably creating five working groups to review key Fed issues, have bought time and delayed near-term policy moves.

澳大利亚6月标普全球制造业PMI终值 51.5，前值51.2。