An Israeli official said late on the 26th that US, Israeli and Lebanese representatives signed a tripartite framework agreement in the United States. Under the accord, Israel will continue to station forces in the southern Lebanon area it has unilaterally designated as a "security zone" until HEZBOLLAH is disarmed; the IDF will retain freedom of action across the zone and may act at any time to remove security threats. Israel and Lebanon also agreed that in two areas outside the "security zone"

The University of Michigan final June consumer sentiment index rose to 49.5 (preliminary 48.9), up about 10% from May, aided by a pullback in gas prices. Confidence improved across income, wealth and political groups. Five-year expectations for business conditions jumped 16%, suggesting some easing of longer-run concerns about the Iran conflict. The index remains weak — about 13% below February 2026 (pre-conflict) levels and nearly 20% below last year. Cost-of-living remains the top concern: for a third month, a majority say high prices are hurting finances. One-year inflation expectations fell to 4.6% from 4.8% in May but remain well above the February 2026 3.4% reading and above any 2024 print; five-year inflation expectations eased to 3.3% from 3.9%, slightly above the 2024 2.8%-3.2% range.

歐盟石油協調小組：將繼續監測歐盟的石油供應安全形勢，並在必要時協調行動。