Sources say several major European governments now accept that vessels transiting the Strait of Hormuz will likely have to pay fees to Iran and Oman. Two people familiar with internal discussions said some form of service charge has become inevitable in the aftermath of a US-Israel-Iran war. They added some Gulf Arab officials privately share the view, though it may not reflect official government positions. It is unclear what type or level of fees states would accept. The US and Gulf Arab gover

【國債期貨午盤收盤】2年期國債期貨（TS）主力合約漲0.02%，5年期國債期貨（TF）主力合約漲0.05%，10年期國債期貨（T）主力合約漲0.07%，30年期國債期貨（TL）主力合約漲0.04%。

Nonfarm payrolls rose 57k in June, with the prior two months revised down a combined 74k; unemployment rate fell to 4.2%. Labor force participation dropped to its lowest level in over five years. Leisure and hospitality posted the largest payroll decline since 2020; retail trade and information sectors also cut jobs. Healthcare and social assistance continued robust hiring; manufacturing added jobs but remains slightly below early‑2025 levels. S&P 500 rallied and U.S. Treasury yields fell as investors trimmed odds of additional Fed rate hikes this year.