巴基斯坦总理夏巴兹·谢里夫宣布，美伊双方已签署一项立即生效的和平协议。美国中央司令部随后证实，已停止针对伊朗港口和沿海水域的所有海上封锁执法行动，但部分美军舰船仍将留驻该海域。作为协议条款的一部分，伊朗须允许商业船只在60天内免税通过霍尔木兹海峡。全球贸易情报公司Kpler的数据显示，目前已有三艘装载了600万桶石油的沙特超级油轮通过该海峡，大批此前避险的货轮也正离开马来西亚水域返回海湾地区，展现出海上商业活动重回正轨的迹象。

Pakistan's Prime Minister Shehbaz Sharif announced that the US and Iran have signed a peace agreement taking immediate effect. US Central Command confirmed that all naval blockade enforcement operations against Iranian ports and coastal waters have ceased, though some US vessels will remain in the general area. Under the terms of the agreement, Iran must allow commercial vessels to transit the Strait of Hormuz toll-free for 60 days. According to Kpler data, three Saudi supertankers carrying 6 million barrels of oil have already crossed the strait, and cargo vessels are departing Malaysian waters to return to the Gulf, signaling a resumption of maritime trade.

伊朗最高领袖莫杰塔巴·哈梅内伊自今年3月上任以来首次对该协议做出公开回应。他表示，在总统佩泽什基安保证维护国家权利后，他批准了该协议。但他同时声称美国总统特朗普是因为“绝望”才动用各种杠杆促成交易，并强调未来的面对面谈判并不代表接受敌方立场。目前，德黑兰街头居民正逐步回归正常的日常生活。

In his first public comments since taking office in March, Iran's Supreme Leader Mojtaba Khamenei stated he approved the deal after receiving assurances from President Masoud Pezeshkian that Iranian rights would be protected. However, Khamenei claimed President Trump acted "out of desperation" to secure the deal, and stressed that future in-person negotiations would not mean accepting the enemy's position. Meanwhile, daily life in Tehran is gradually returning to normal.

原定于周五在瑞士布尔根施托克举行的美伊谈判已被推迟，美国副总统万斯也推迟了前往瑞士的行程。瑞士外交部确认了这一推迟消息，而白宫则将万斯推迟行程归咎于技术性谈判的后勤安排尚未最终确定，并表示美方代表团随时准备在最早的机会出发。此次谈判原本旨在落实本周签署的谅解备忘录，该备忘录开启了为期60天的窗口期，以谈判达成关于伊朗核计划的永久协议，并恢复霍尔木兹海峡的石油运输至战前水平。

The planned US-Iran talks in Bürgenstock, Switzerland, scheduled for Friday have been postponed, and US Vice President JD Vance has delayed his departure. While the Swiss foreign ministry confirmed the postponement, the White House blamed logistical issues, stating that arrangements for the technical talks are not yet finalized but the US delegation remains ready to depart. The talks were intended to follow up on the memorandum of understanding signed earlier this week, which established a 60-day window to negotiate a permanent agreement on Iran's nuclear program and restore oil traffic in the Strait of Hormuz to prewar levels.

然而，在谈判宣布推迟的同时，以色列与黎巴嫩真主党爆发了自停火建立以来最激烈的交火。以色列对黎巴嫩南部发动了猛烈空袭，导致至少16人死亡，而真主党与以军的战斗也造成4名以色列士兵死亡。随着以色列总理内塔尼亚胡宣布以军将留守黎巴嫩南部占领区，这一外交努力正面临严峻的地区冲突考验。此外，万斯近期一直在为该协议进行辩护，以应对华盛顿共和党人及部分以色列官员的广泛质疑。

However, the diplomatic delay coincides with a violent escalation in the region, marked by the most intense clashes between Israel and Hezbollah since a ceasefire was established. Israeli airstrikes killed at least 16 people in Lebanon, while fighting in southern Lebanon left four Israeli soldiers dead. As Israeli Prime Minister Benjamin Netanyahu declared that Israel's military will remain in occupied areas of southern Lebanon, the diplomatic effort faces a severe regional test. Meanwhile, Vance has actively defended the accord against widespread skepticism among Washington Republicans and some Israeli officials.

大曼彻斯特市长安迪·伯纳姆在英格兰西北部梅克菲尔德选区的议会补选中获得54.8%的选票，以超过9,000票的优势击败右翼民粹主义政党改革英国的候选人罗伯特·肯尼恩，成功重返威斯敏斯特下议院。此次补选的唯一目的就是为伯纳姆提供重返国会的通道，使他能够挑战目前支持率低迷的首相基尔·斯塔默，争夺工党及国家领导权。选举专家约翰·柯蒂斯指出，在工党全国民调支持率仅为19%的背景下，伯纳姆不仅守住了工党2024年的得票份额，还逆势将得票率提升了10个百分点，是一次非凡的个人成功。

Greater Manchester Mayor Andy Burnham has won the Makerfield parliamentary by-election in northwest England, securing 54.8% of the vote to defeat Reform UK candidate Robert Kenyon by a margin of over 9,000 votes. The election was triggered with the sole purpose of providing Burnham a path to the House of Commons, enabling him to mount a potential challenge against embattled Prime Minister Keir Starmer for the leadership of the Labour Party and the country. Polling expert Sir John Curtice highlighted Burnham's victory as a remarkable personal success, noting that Burnham managed to increase Labour's vote share by 10 percentage points from 2024, despite the party being stuck at 19% in national polls.

然而，在同日举行的苏格兰补选中，工党的得票率出现大幅下滑，在阿伯丁南区骤降19个百分点，在阿布罗斯和布劳蒂费里也缩水18个百分点。苏格兰保守党成功夺取了阿伯丁南区，而苏格兰民族党则保住了阿布罗斯和布劳蒂费里选区。苏格兰补选的惨败进一步加剧了斯塔默面临的下台压力，也让被称为“北方之王”的伯纳姆重返下议院后的下一步动向备受瞩目。

However, in other by-elections held the same day in Scotland, Labour's vote share collapsed heavily, dropping by 19 percentage points in Aberdeen South and 18 percentage points in Arbroath and Broughty Ferry. The Scottish Conservatives won Aberdeen South, while the SNP held Arbroath and Broughty Ferry. The Scottish defeats further intensify the pressure on Starmer to resign, turning all eyes on the next moves of Burnham, nicknamed the "King of the North," following his return to Westminster.

英国国家统计局（ONS）公布的数据显示，英国5月份公共部门净借款达到233亿英镑，远超金融城经济学家此前预期的185亿英镑。这一数字不仅比英国预算责任办公室（OBR）今年3月份做出的预测高出56亿英镑，也创下了有记录以来第二高的5月份借款额，同时是六年来同期的最高水平。随着英国政府借款连续第二个月上升，本财年前两个月的借款总额已比2025年同期高出近90亿英镑。

The UK Office for National Statistics (ONS) reported that public sector net borrowing reached £23.3 billion in May, far exceeding City economists' expectations of £18.5 billion. This figure represents the second-highest borrowing for any May on record and the highest in six years, running £5.6 billion ahead of the Office for Budget Responsibility (OBR) forecast made in March. The increase marks the second consecutive monthly rise in UK government borrowing, with the total for the first two months of the financial year running nearly £9 billion higher than in the same period of 2025.

导致此次借款激增的主要原因是高于预期的债务利息成本，这直接反映出金融市场对中东冲突（伊朗战争）经济影响的反应。高企的借款和债务利息成本，也凸显了英国首相基尔·斯塔默的潜在继任者（包括刚刚赢得补选的安迪·伯纳姆）未来将要面对的严峻财政挑战，极大地限制了未来政府的财政政策空间。

The surge in borrowing was primarily driven by higher-than-expected debt-interest costs, directly reflecting financial markets' reaction to the economic fallout of the Middle East conflict involving the Iran war. These rising borrowing costs and high interest payments highlight the severe fiscal challenges awaiting potential successors to Prime Minister Keir Starmer, including the newly elected Andy Burnham, severely constraining the next administration's spending options.

在外汇市场交易中，日元兑美元汇率跌破161关口，一度触及161.80，逼近1986年以来的最低水平（若跌破161.96将创下40年新低）。尽管日本财务省在5月份投入了超过700亿美元进行外汇干预，且日本央行近期加息已将借贷成本推至1995年以来的最高水平，但日元汇率依然持续承压。专家指出，由于导致日元贬值的因素是结构性的，这些干预措施在遏制日元跌势方面基本上是无效的。面对持续的贬值压力，日本财务大臣片山佐月表示，日本已准备好对外汇市场上的投机行为采取“果断行动”。

The Japanese yen has breached the 161 level against the U.S. dollar, hitting as low as 161.80 and creeping closer to its weakest level since 1986, which would be breached if the currency falls past 161.96. The yen remains under intense pressure despite over $70 billion in market interventions by the finance ministry in May and a recent Bank of Japan interest rate hike that raised borrowing costs to their highest level since 1995. Experts state that these intervention efforts have been largely ineffective because the factors driving the yen's weakness are structural. In response to the decline, Finance Minister Satsuki Katayama warned that Japan is prepared to take "decisive action on speculative moves" in foreign exchange markets.

与此同时，日本央行副行长冰见野良三向国会表示，央行正在密切关注汇率对经济的影响。他警告称，如果延迟必要的利率调整，导致价格趋势升至2%的目标以上，央行未来可能被迫进行更快速的加息，这反映出央行在平衡汇率压力与国内物价稳定时所面临的复杂政策考量。

Meanwhile, Bank of Japan Deputy Governor Ryozo Himino told parliament that the central bank is closely monitoring currency movements and warned that delaying necessary rate adjustments could force more rapid interest rate hikes later if inflation risks rising above the 2% target, reflecting the complex policy trade-offs between exchange rate pressures and domestic price stability.

在布鲁塞尔举行的峰会晚宴上，欧盟27国领导人同意加强贸易防御，以应对被布鲁塞尔视为对欧洲工业构成生存威胁的中国出口激增。去年，欧盟对华商品贸易逆差达到约3600亿欧元（约合4130亿美元），引发了对过度依赖中国及供应链冲击的担忧。为此，欧盟委员会被要求与北京进行建设性对话，同时开发和完善贸易防御及产业政策工具箱，包括准备针对中国工业产能过剩的新工具，并更强力地使用包括保障措施在内的现有工具，以维护平等的竞争环境。

During a summit dinner in Brussels, leaders of the 27-nation bloc agreed to strengthen trade defences against a surge of Chinese exports, which Brussels views as an existential threat to European industry. Last year, the bloc's goods trade deficit with China reached approximately 360 billion euros ($413 billion), fueling concerns over overdependence and supply shocks. To address these imbalances, the European Commission was instructed to engage in constructive dialogue with Beijing, while developing and complementing its trade defence and industrial policy toolbox, including preparing new tools targeting Chinese industrial overcapacity and making more robust use of existing tools like safeguard measures to ensure a level playing field.

与此同时，欧盟领导人正准备就该联盟下一个七年预算展开激烈交锋。随着多年度财政框架谈判的临近，各成员国在资金分配和财政责任上面临着重大的分歧。奥地利政府发出了严厉的警告，明确宣称富裕的欧盟成员国“不是自动取款机”，这表明净贡献国对于要求其增加财政承诺的呼声存在着强烈的抵触和反对情绪。这一预算纠纷是在欧盟内部同时面临其他外交挑战的背景下展开的，其中包括卡娅·卡拉斯对涉及以色列相关言论的争议做出回应，她在此次争端中明确表示自己不会“与影子搏斗”。

Concurrently, EU leaders are preparing to clash over the bloc's next seven-year budget. As negotiations for the multi-year financial framework approach, member states face significant divisions regarding funding allocations and fiscal responsibilities. Austria has issued a sharp warning, declaring that wealthy EU member states are "not an ATM," signaling strong resistance from net contributors against demands for increased financial commitments. This budget dispute is unfolding alongside other diplomatic challenges, including Kaja Kallas addressing a row over comments regarding Israel, in which she stated she would not "fight shadows" in the dispute.

涉嫌于2024年底在曼哈顿枪杀联合健康集团首席执行官布赖恩·汤普森的路易吉·曼吉奥内，其辩护律师团队向法官提交信件，撤回了在纽约州二级谋杀案审判中采用“极端情绪困扰”精神状态辩护的计划。这一决定距离该律师团队向法官确认曼吉奥内接受了精神评估并计划使用该辩护仅过去了一天。如果该辩护此前被采纳且被陪审团接受，二级谋杀罪名可能会减轻为过失杀人罪，从而缩短刑期，但法律专家指出，这在实际操作中相当于承认了杀人行为，与曼吉奥内目前坚称无罪的立场存在冲突。

Defense attorneys for Luigi Mangione, the man accused of the late 2024 fatal shooting of UnitedHealthcare CEO Brian Thompson in Manhattan, withdrew plans to pursue an "extreme emotional disturbance" psychiatric defense in his upcoming New York state murder trial. The sudden reversal came just one day after the defense team confirmed to the judge that Mangione had undergone psychiatric evaluation and that they intended to use the defense. Pursuing this strategy could have reduced the second-degree murder charge to manslaughter, potentially leading to a shorter prison sentence, though legal experts note it would have effectively admitted to the killing, conflicting with Mangione's current plea of not guilty.

此次撤回决定发生在辩护团队向检方提交支持精神辩护材料的截止日期前夕。此前，法官曾表示将解密与精神辩护相关的记录，而辩方曾担忧这会影响曼吉奥内面临的联邦跟踪指控。目前，曼吉奥内对州级谋杀指控和联邦跟踪指控均已坚称无罪，其州级审判预计于9月开始。法官此前已裁定，在背包中发现的关键证据，包括一把枪支和一本红色笔记本，均可以在审判中使用。

The withdrawal occurred just ahead of a deadline to provide supporting psychiatric information to the Manhattan district attorney's office, and after the judge indicated he would unseal related psychiatric records—a move the defense argued could impact Mangione's separate federal case. Mangione has pleaded not guilty to both state murder charges and federal stalking charges, with his state trial scheduled to begin in September. The judge previously ruled that key evidence uncovered in his backpack, including a gun and a red notebook, remains admissible at trial.