美国至7月8日10年期国债竞拍-得标利率 4.58%，前值4.54%。

The Fed will release minutes from its June policy meeting in the early hours of July 9 Beijing time. The June meeting left rates unchanged but the dot plot showed a pronounced 9-8-1 split: nine participants see at least one more hike this year, eight expect unchanged policy and one favors cuts; new chair Kevin Walsh did not submit a dot-plot. June’s statement was markedly shorter with limited forward guidance, so markets see the minutes as the primary window into internal leanings — notably whether the nine hawks are driven by sticky inf and what conditions would prompt renewed tightening. Recent oil-driven rises in energy-input inf have strengthened those concerns. If the minutes show C.BANK remains highly focused on inf risks, expectations that higher rates will be maintained longer could resurface, boosting USD and U.S. Treasury yields, pressuring high-valuation tech and weighing on non-USD assets.

At the NATO summit, US President Trump said Iran asked him not to strike during Supreme Leader Khamenei's funeral and that the US agreed; he said Iran subsequently attacked three ships belonging to Saudi Arabia and Qatar. Trump added: 'Frankly, we could have killed all Iranian leaders during Khamenei's funeral,' and said Defense Secretary Hegseth praised the idea.