據CNBC：Anthropic仍在與美國政府談判，以期讓Mythos重返市場。

摩根大通：即使和平協議得以維持，伊朗衝突仍將影響EMEA（歐洲、中東及非洲）地區市場的市場狀況。

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.