📰 Hourly Briefing | 2026-06-28 11:01 CST

📊 Market Snapshot

  • 🥇 Gold (XAUUSD): $4,081.29 | Daily +54.59 (+1.36%) | Range 3,983–4,096
  • 🛢️ Crude Oil (WTI): $70.08 | Daily -1.25 (-1.75%) | Range 68.46–71.67

🔥 Key Headlines This Hour

  • 🇮🇷 IRGC Strikes US Military Targets: Iran’s Islamic Revolutionary Guard Corps announced missile and drone strikes on Kuwait’s Al-Salem Air Base and the US Navy Fifth Fleet in Bahrain, calling it a response to recent US attacks
  • 🇮🇷 IRGC Threatens Further Escalation: IRGC Navy command stated US bases in the Middle East will experience “days of hell” in the coming days, and vowed tougher action against “violating” vessels
  • 🇺🇸 US Officials: Iran Situation Still Evolving:美方 reported no US casualties but confirmed Iran launched multiple missiles and drones toward Bahrain, Kuwait and other neighboring countries
  • 🇮🇱 Netanyahu Rejects Two-State Solution: Israeli PM stated there is no longer “space” for a two-state solution from the river to the sea
  • 🇯🇵 Japan Earthquake Casualties Rise: Yamanashi earthquake death toll reaches 20 as of 9:00 AM June 28
  • 🇮🇷 Iran Inflation Surges: Iran’s June inflation rate jumps to 88.6% year-on-year amid ongoing conflict
  • 💹 Kuwait, Bahrain Air Raid Alerts: Air raid sirens sounded in Kuwait; Bahrain urged citizens to seek shelter, later declared danger cleared

🧭 Analysis

US-Iran conflict has escalated significantly this hour, with the IRGC shifting from defensive posture to offensive strikes on military facilities in Kuwait and Bahrain—a major escalation in conflict intensity.

The “days of hell” threat suggests more military operations likely in the coming days, re-elevating shipping risks in the Strait of Hormuz.

Gold surged above $4,080 to fresh highs as safe-haven flows poured in over the weekend, but watch for profit-taking at Monday’s open.

Crude oil paradoxically fell 1.75% to around $70, suggesting the market is pricing in limited actual damage from Iran’s strikes—no major facility destruction reported so far.

Next week opens with NFP brought forward, combined with half-year-end rebalancing—expect elevated volatility across global markets.

⏰ Upcoming Key Data

  • Next Monday (6/30): China June Official Manufacturing PMI
  • Next Tuesday (7/1): US June Non-Farm Payrolls (brought forward to early week)
  • Next Tuesday: USDA Planting Acres & Quarterly Stocks Report
  • Ongoing: US-Iran military developments, Strait of Hormuz shipping security