Trump: No need to extend the ceasefire; the next two days will be very exciting.

The situation between the United States and Iran is entering a critical window period. Trump refused to extend the ceasefire, claiming that 'the next two days will be very exciting'; meanwhile, within less than 36 hours of the U.S. military's maritime blockade, 90% of Iran’s sea-dependent trade has been completely cut off, with eight oil tankers intercepted. The previous round of Islamabad negotiations collapsed, with disagreements unresolved. Under dual pressures of military and diplomatic fronts, the U.S.-Iran situation is approaching its most crucial juncture.

wallstreetcn14:01

Most assets return to pre-war levels, IMF maintains 2027 economic growth forecast! Betting on controllable Middle East conflict risk becomes the hottest option.

Global investors and the International Monetary Fund (IMF) seem to share the view that the war in the Middle East has largely come to an end — what remains are merely verbal disputes. Many asset prices have reverted to their original levels, and the market now perceives the impact of the conflict as marginal.

Zhitong Finance49minutes ago

Yellen: The Fed may still cut interest rates this year, and the potential successor might not "listen to Trump"!

Janet Yellen, former US Treasury Secretary and former Federal Reserve Chair, stated that despite the shadow cast on the outlook by oil price volatility triggered by the US-Iran conflict, she still believes there is a possibility for the US to cut interest rates later this year. Yellen expressed concerns about the independence of the Federal Reserve under Trump’s administration and anticipated that Kevin Warsh, the Fed chair candidate nominated by Trump, might disagree with the President.

cls.cn16:46

Express News | Shin Hyun-song, nominee for Governor of the Bank of Korea: Foreign exchange fluctuations are more driven by interest rate differentials with the United States than by liquidity factors.

Breakings16:42

PineBridge Investments forecasts that the Bank of Japan will raise interest rates once more within the next one to two quarters and estimates that the Federal Reserve will cut interest rates three times over the next 12 months.

PineBridge Investments noted that Japan's inflation landscape has undergone a fundamental shift. While earlier inflation was primarily driven by food and energy prices, the underlying inflation, supported by wages and the services sector, is expected to stabilize at around 1% as related pressures ease. From a business cycle perspective, there are now clear signs that both economic growth and inflation have peaked and started to decline. After inflation previously surged past 4% to reach its peak, it has since retreated to the central bank’s target level, with upward momentum continuing to weaken. Although further interest rate hikes by the Bank of Japan are anticipated, the pace is expected to be slow and gradual given the weakening economic fundamentals, and the magnitude will likely be lower than current market expectations.

AASTOCKS16:40

Express News | British media: Trump says it is highly likely that an agreement with Iran will be reached before the visit of the British King to the US.

Breakings14:26