欧佩克月报：美国石油制品净进口较上轮统计减少266万桶/日至-563万桶/日。

美联储柯林斯：中东战事持续加剧为政策制定带来棘手的选择。

Morgan Stanley expects Chinese companies’ Q2 profits to improve after a stronger Q1, as rising exports and early reflation boost revenues. In Q1, the gap between firms missing and beating estimates narrowed to 12.5% from 23.2% previously. A sustained earnings recovery and broader economic growth could extend rallies beyond tech, supported by a strong capex cycle driving demand in capital goods sub-sectors, with conditions likely improving after summer.