Nike (NKE.N): As of May 31, 2026, it has received $302 million in IEEPA tariff refunds, with another $684 million pending refund.

Domestic News: 1. Xi Jinping emphasized during his inspection tour of Shanghai the need to fully implement the people-centered urban concept and promote high-quality urban renewal. 2. National Energy Administration: In June, total electricity consumption reached 898.1 billion kilowatt-hours, a year-on-year increase of 3.7%. 3. Seven mobile phone terminal models, including "Apple Smart," have completed registration; Alibaba's Qianwen platform will be integrated into Apple terminals in China. 4. People's Bank of China: The cumulative increase in social financing in the first half of 2026 was 20.84 trillion yuan, 2.02 trillion yuan less than the same period last year. At the end of June, the broad money supply (M2) balance was 356.71 trillion yuan, a year-on-year increase of 8%. 5. People's Bank of China: Increase counter-cyclical and cross-cyclical adjustments to consolidate and expand the positive momentum of economic stability; it is not advisable to judge the central bank's policy orientation based on the size of a single open market operation; study gradually increasing the frequency of overnight reverse repurchase operations. International News: 1. Federal Reserve Chairman Warsh: Recent inflation data does not perfectly reflect the underlying inflation situation. I am not satisfied with any inflation indicator. 2. Federal Reserve's Williams: With inflation high, it must be consistently restored to the 2% target. The current monetary policy stance is well-suited to achieving this goal. 3. The Bank of Canada kept interest rates unchanged at 2.25%, holding steady for the sixth consecutive meeting, in line with market expectations. 4. Anthropic plans to hold an IPO investor conference in the coming weeks. 5. Middle East situation— ① Iranian media reports US attack on Hungam Island. ② Former Iranian President Ahmadinejad denies ties with Israeli intelligence. ③ Netanyahu may visit the US this week. ④ US military: The strike on Iran took 90 minutes.

Philippine Department of Foreign Affairs: We have learned that U.S. Secretary of State Marco Rubio will travel to the Philippines to attend ASEAN and related meetings.