INDIA'S NIFTY 50 INDEX EXTENDS GAINS, LAST UP 1%

GERMANY'S 2-YEAR BOND YIELD EXTENDS FALL, LAST DOWN 11.5 BPS AT 2.57%

EUROPE'S STOXX 600 JUMPS, NOW UP 2.3%

现货黄金一度站上4700美元/盎司，日内涨超3%。

The White House is close to a one-page MOU with Iran to end the war and launch nuclear talks, according to U.S. officials and sources. Iran is expected to respond within 48 hours, though no deal is finalized, and this is said to be the closest point since the conflict began. Key terms under discussion: • Iran: halt uranium enrichment (12–15 years proposed; Iran 5, U.S. 20), commit not to pursue nuclear weapons, accept enhanced UN inspections, possibly transfer highly enriched uranium abroad, and restrict underground facilities. • U.S.: gradual lifting of sanctions and release of billions in frozen assets. • Both sides: easing restrictions on Strait of Hormuz transit. The MOU would end hostilities and trigger 30 days of talks (likely in Islamabad or Geneva), during which maritime restrictions could be eased but reinstated if talks fail. Trump reportedly paused escalation plans amid progress, though skepticism remains over Iran’s internal divisions. Marco Rubio said no immediate written deal is needed, calling talks complex and uncertain.

BMD马来西亚棕榈油主力合约短线下挫，日内下跌2.00%，现报4610林吉特/吨。