韩国公平交易委员会（KFTC）指控谷歌通过‘Project Hug’计划向游戏开发商提供排他性财务激励，强制其仅在Google Play上架，涉嫌滥用市场支配地位，涉事营收达14.16万亿韩元（约9.1亿美元）。若认定成立，罚款上限为该金额的6%，约合5.5亿美元。谷歌有八周时间申辩，KFTC将据此作出最终裁决。

7月1日，COMEX黄金跌1.13%至3993美元/盎司，创七个月新低；白银跌2.93%至57.735美元/盎司。市场承压主因美联储9月加息概率升至67%，叠加美伊谈判无进展强化紧缩预期。投资者正等待当日ADP就业数据及次日非农报告，以进一步判断利率路径。

Gold prices retreated to a seven-month low, with spot bullion trading at $3,981.69 per ounce, amid a broader sell-off in precious metals including silver, platinum, and palladium. The downturn follows reports that prospects for US-Iran peace negotiations have diminished, intensifying global inflation concerns. Consequently, the market-implied probability of a Federal Reserve interest rate hike in September has surged to 67%. Cleveland Fed President Beth Hammack reinforced this hawkish sentiment, stating she would support further monetary tightening if inflationary pressures persist. Market participants are now closely monitoring the upcoming ADP employment report and U.S. nonfarm payrolls data for definitive signals regarding the central bank's policy trajectory.

Crude oil prices trended higher on Dec. 11 following Iran's refusal to engage in direct negotiations with U.S. envoys, a move that has significantly clouded the outlook for a Middle East ceasefire. According to market data, Brent futures climbed 0.69% to $73.45 per barrel, while West Texas Intermediate (WTI) rose 0.91% to $70.13. The geopolitical tension coincided with bullish supply-demand indicators from the American Petroleum Institute (API), which reported a substantial 6.1 million barrel decline in U.S. crude inventories alongside falling gasoline stocks. Furthermore, while tanker traffic through the Strait of Hormuz has reportedly returned to pre-war levels, the combination of tightening domestic inventories and renewed geopolitical risk premiums continues to provide upward pressure on global energy benchmarks.

The U.S. Department of Commerce has officially lifted export restrictions on Anthropic’s most advanced artificial intelligence models, Claude Fable 5 and Mythos 5, restoring global access. This decision follows an emergency suspension of overseas availability after Amazon identified a critical jailbreak vulnerability in the Fable model capable of bypassing established safety safeguards. According to Anthropic, the company collaborated closely with U.S. officials to implement enhanced protection measures, leading to the subsequent clearance for foreign distribution. While specific technical modifications remain undisclosed, the move underscores the rigorous enforcement of AI safety regulations. Anthropic clarified that this regulatory development does not impact the financial standing, orders, or revenue of any listed companies, nor does it establish a direct pricing transmission mechanism for traditional traded assets.

The Trump administration has moved to ease emergency export restrictions previously imposed on Anthropic’s frontier AI models, Claude Fable 5 and Mythos. Following initial orders to take Fable 5 offline due to 'jailbreak' risks, a new arrangement permits Anthropic to supply the Mythos 5 model to vetted, trusted institutions. Additionally, the public release of Fable 5 is now restricted to a version characterized as having 'no offensive capabilities.' This regulatory shift highlights an era of intensified U.S. AI oversight, which has disrupted deployment timelines for high-performance models. The move is expected to impact near-term demand expectations for high-end semiconductors and leading-edge foundry manufacturing, as the industry navigates a volatile landscape of national security-driven export controls.

Australia's competition regulator, the ACCC, has rejected Coles' plan to build a second supermarket and a Liquorland outlet near Kalgoorlie Airport, citing concerns the transaction could substantially lessen competition in the local market. The decision marks the first time the ACCC has used newly granted regulatory powers to stop a supermarket operator's expansion. Coles said it is considering an appeal. The ruling weighs on the group's regional growth narrative and expectations for returns on capital spending.

Australian Prime Minister Anthony Albanese has described an alleged bank data breach as \u0022serious\u0022, after reports that a former EY employee unlawfully accessed the banking information of public officials. In parallel, the Assistant Treasurer has released a consultation paper proposing tougher oversight of accounting, audit and consulting firms. The proposals focus on managing conflicts of interest, potential caps on partner numbers and stronger audit supervision. EY declined to comment. Two suspects have been charged, with the matter adjourned for a further hearing on August 25. The developments signal heightened regulatory scrutiny, but do not point to any specific listed-company financial reporting issues or changes to market access. No direct pricing impact is expected for traditional traded assets such as equity indices, commodities or FX.

California's gasoline excise tax will rise by 2.2 cents per gallon on Wednesday to about 63 cents, keeping it the highest state gas tax rate in the U.S. The increase is a routine, legally required adjustment tied to the annual inflation indexing mechanism established under the 2017 SB 1 law. Former President Donald Trump urged retailers on Truth Social to cut prices, warning against "price gouging." California Governor's Office pushed back by citing Trump's earlier remarks suggesting higher oil prices can be beneficial for government finances. Sen. Adam Schiff attributed elevated gasoline prices to tensions involving the U.S. and Iran, while CNN noted California's heavy tax burden is also a key driver. California currently has the nation's second-highest average retail gasoline price, behind Hawaii.