The Middle East situation remains tense, with Israeli forces striking over 100 military and energy targets within Iranian territory. Iran claims to have hit a U.S. Air Force F-35 fighter jet and plans to charge a security transit fee for passage through the Strait of Hormuz. The conflict has affected Qatar's LNG production capacity, causing European natural gas prices to surge. The U.S. and Israel have suspended strikes on Iranian energy facilities, and U.S. military forces may be deployed around the strait to ensure safe passage.

On the international political front, the Federal Reserve, ECB, Bank of England, and Bank of Japan all maintained interest rates unchanged. ECB President Lagarde signaled that Middle East conflicts will intensify inflationary pressures. Trump has called for Israel to stop attacking Iranian gas fields while approving a $4.5 billion sale of THAAD air defense systems to the UAE.

Bulk commodities and crypto markets moved in sync, with Brent crude oil surging before retreating to around $100, while WTI crude fell below $93. Spot gold declined below $4,640, and risk-off sentiment cooled somewhat. Cryptocurrencies weakened overall, with Bitcoin losing the $70,000 level. It recovered somewhat during the daytime #美联储维持利率不变 $ETH