Yield on 30-year Treasury soars as investors fret policymakers will not be able to contain the inflationary shock from Iran warMeta与微软公布最新财报，AI支出企稳但增长前景各异引发股价分化；美联储五连暂停加息，新主席重申抗通胀决心，市场暗示9月或加息；日元走弱倒逼日本央行面临升息压力；高税率与政策不确定性正促使英国油气巨头加速撤离北海，转向海外市场布局。