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The US military strikes Iranian facilities, Iran demands the Houthis to blockade the Strait of Mandeb, and the global energy supply chain enters a restructuring phase. The retail sales data and job market performance in the United States in June were robust, and Federal Reserve officials Logan, Schmid, and Vice Chairman Jefferson warned that if energy prices push up inflation, policies will still tighten. BitUnix analysts point out that the hawkish stance of the Federal Reserve resonates with energy supply risks in the Middle East, and global capital costs are facing sustained upward pressure.