上海黃金交易所黃金T+D 6月26日（週五）晚盤收盤上漲1.46%報890.1元/克； 上海黃金交易所白銀T+D 6月26日（週五）晚盤收盤上漲3.37%報14341.0元/千克。

MSCI亞太指數跌幅達2%，報273.28點。

Falling oil prices have reduced the risk of persistent inflation and prompted traders to pare ECB tightening bets; since April markets have, for the first time, stopped fully pricing a 25bp ECB hike by end-2026. Two weeks ago, ahead of the ECB lifting the deposit rate to 2.25%, the 25bp move had been fully priced. Two-year euro-area inflation swaps have fallen from above 3% in April to below 2.2%. Mizuho multi-asset strategist Evelyne Gomez-Liechti said market testing of hike expectations is reasonable, though some ECB officials remain cautious and have not ruled out further tightening. Economists say if next week’s euro-area inflation prints meet forecasts, June YoY headline inflation would ease to about 3.1% from May’s 3.2%, further reducing pressure on policymakers.