Morgan Stanley MUFG Securities says Ueda is unlikely to signal a hawkish surprise beyond what markets have priced at next week’s press conference. The firm's economists and strategists note OIS markets have largely priced BOJ policy to 1.25% by year-end. The report cites rising Middle East uncertainty and recent equity volatility and expects a 25bp policy-rate hike to 1.00% at the June meeting.

A coalition of seven US states has filed suit seeking to void a March agreement under which the Trump administration paid TotalEnergies roughly $928m to relinquish two US offshore wind leases and commit to directing the funds into fossil-fuel projects. The complaint alleges the deal violates the Outer Continental Shelf Lands Act and misuses Justice Department judgment funds, and says cancelling the projects will harm state economies, energy supply and climate targets. New York criticized the deal as an improper use of taxpayer money; TotalEnergies had planned the Attentive Energy One project off New York, which the suit says would have generated enough power for about 700,000 homes. Total won the related lease in 2022 in an auction that set a record for US competitive offshore-energy lease revenue.

消息人士称，6月6日，俄罗斯秋明炼油厂主柴油加氢处理装置在工艺故障后发生火灾受损。