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1. Kuwait National Petroleum Company recently issued a naphtha sales tender announcement, requiring buyers to arrange their own vessels to load cargo from ports deep within the Persian Gulf. Traders pointed out that this is the first time in quite a while that such a sales arrangement has appeared, differing from the previous practice where transportation was handled by the Kuwaiti side.2. This move may indicate that Middle Eastern energy exporters are gradually regaining confidence in the shipping passage through the Strait of Hormuz, or it suggests that shipping in the strait is gradually returning to normal. Previously, due to the impact of war, loading operations at Persian Gulf ports were required to strictly adhere to conditions set by the Iranian side.3. Analysts noted that this change in Kuwait’s sales arrangement could provide a new reference point for assessing the actual navigation status of the Strait of Hormuz. If more oil-producing countries in the Gulf adopt similar arrangements in the future, it will strengthen market expectations of a return to normal for energy logistics.4. However, the tender document does not specify whether Kuwait has obtained permission or exemption from Iran for passage through the strait. So far, Kuwait Petroleum Company has not responded to requests for comment outside of office hours. It is necessary to continue tracking the results of the relevant tenders and shipping trends to further verify whether the strait has in fact substantially reopened.

1. On Monday, the Australian dollar and New Zealand dollar remained basically stable. After the first round of US-Iran talks in Switzerland concluded, Qatar and Pakistan issued a joint statement saying that progress has been made regarding the roadmap to a final agreement, which to some extent eased market concerns about the breakdown of negotiations. 2. The Australian dollar was flat against the US dollar around $0.70, falling 0.3% last week, marking its third straight week of decline. Resistance is near $0.7088, and if support at $0.6979 is broken, it may further test $0.6834. 3. The New Zealand dollar fell slightly by 0.2% to around $0.5725 against the US dollar, dropping 1.6% last week, and once touched a three-month low of $0.5724. The next bearish target is at $0.5681. 4. Both the Australian dollar and New Zealand dollar are generally under pressure due to the US Federal Reserve's shift to a hawkish policy stance. This week, the market focus shifts to Australia's inflation and employment data to be released on Wednesday and Thursday, in order to determine whether the central bank's rate-hiking cycle has ended. 5. Reserve Bank of Australia Deputy Governor Hauser will speak on Wednesday, with markets watching for his comments on the inflation outlook. Deutsche Bank strategists pointed out that if the economic slowdown is less than the central bank expects, the risk of further tightening policy may increase. The current market expects about a 65% probability for the Australian central bank to raise rates again this year.

According to Odaily Seer channel monitoring, in the Polymarket prediction event "2026 FIFA World Cup Group J Round 2: Argentina vs Austria," smart money (address: 0x0346afae2603313d2bbee96b628536c8cbe352a5) earning over 660 thousand USD purchased more than 320 thousand USD on Argentina defeating Austria, with an average entry price of 64.5￠. At the same time, about 40 thousand USD was placed on the two teams not drawing, with an average price of 77.3￠, and over 10 thousand USD on Austria not winning, with an average price of 86.3￠. As the defending champions, Argentina holds a clear advantage due to their deeper squad, recent performances, and the influence of Messi. Austria previously defeated Jordan 3-1, showing strong organization and counterattacking threats, but still remains at a disadvantage against Argentina's offensive power and experience in major tournaments. The Odaily Seer channel continues to monitor the prediction market, observing changes before pricing occurs.