国际金融市场早知道：6月18日

Group 1 - The ongoing military conflict between Israel and Iran is causing a decline in the number of vessels passing through the Strait of Hormuz, leading to increased shipping costs due to heightened regional security concerns [1][2] - The U.S. Senate has passed a significant cryptocurrency legislation aimed at promoting growth in the digital asset industry, marking a historic lobbying victory for cryptocurrency companies [2] - The European Union plans to phase out imports of Russian pipeline natural gas (PNG) and liquefied natural gas (LNG) by the end of 2027, alongside a complete halt to Russian oil imports [4] Group 2 - The Bank of Japan has decided to maintain its policy interest rate at around 0.5% and will slow the reduction of government bond purchases starting from April 2026, reducing the purchase amount from 4 trillion yen to 2 trillion yen per quarter [5] - A survey by the World Gold Council indicates that 95% of central banks believe they will continue to increase their gold holdings in the next 12 months, the highest percentage since the survey began in 2019 [5] - The International Energy Agency (IEA) forecasts that global oil production will increase by 1.8 million barrels per day to 104.9 million barrels per day by 2025, while demand is expected to be 103.8 million barrels per day, leading to a supply surplus [5]