The Ukrainian General Staff said overnight on 30-31 its forces struck multiple Russian oil, gas and military targets. It reported the Saratov refinery caught fire after an attack in the early hours of the 31st; the refinery is described as a key fuel facility with a design capacity of 7.0 mln tonnes/year. The General Staff also said strikes hit an oil pump station in Kirov Oblast, a large tank farm in Matveyev Kurgan (Rostov Oblast), a command post and observation posts on the eastern Kursk bord

Bank of China Securities said markets remained volatile at elevated levels this week. Structurally, previously strong technology sectors faced profit-taking as capital rebalanced from crowded high-fliers into lower-valued, higher-certainty sectors. Drivers: oil prices remain elevated; expectations of tighter offshore liquidity have strengthened recently; Kevin Warsh formally assumed the Fed chair and market odds of a hawkish U.S. policy path have risen. Market pricing for a Fed rate increase in 2026 has notably increased. The combination of high oil and higher rates has materially compressed the space for global liquidity easing. On the sector side, anticipated summer peak power demand supports utilities and coal supply tightness is driving prices higher; amid greater market volatility and muted fundamentals, investors are placing higher weight on dividend yields and lower-risk valuation cushions.

以色列军方对南黎巴嫩扎赫拉尼河以南居民发出撤离警告，以应对潜在的空袭。