根據Roll Call Factbase整理的特朗普總統公開日程，美國總統特朗普將於週五參加一次閉門政策會議，以應對與伊朗日益加劇的緊張關係。會議將於當地時間下午1點30分（北京時間11日01:30）在橢圓形辦公室舉行。下午3點（北京時間11日凌晨03:00），特朗普將出席美國土地所有者利益保護特別代表的就職儀式。

Israeli Prime Minister NETANYAHU said the balance of power in the Middle East is shifting; Israel is closely monitoring developments and is prepared to respond to all contingencies.

Morgan Stanley global head of fixed-income research Andrew Sheets said the firm is monitoring three risks that could derail the US equity summer rally. First, renewed conflict with Iran — US strategic petroleum reserve is at historic lows, reducing the US ability to blunt an oil shock if hostilities escalate. Second, Federal Reserve policy — the market’s assumption that the Fed will hold rates through year-end is a key support for equities; that view could be wrong and may be reversed quickly if inflationary concerns prompt tightening. Third, weakening AI-related capex — Q2 earnings could show more cautious spending after recent softness in the stocks of large AI investors; because growth and earnings are highly tied to AI, a capex pullback would pose downside risk to market sentiment and forecasts.