The Baltic Dry Index fell again to 2,729, down 42 points (-1.5%), its lowest since May 1, pressured by weaker Capesize freight. The Capesize index dropped 161 points (-3.7%) to 4,140; Capesize daily earnings fell $1,456 to $34,048. The Panamax index rose 40 points (1.8%) to 2,251; Panamax daily earnings increased $358 to $20,255. The Supramax index gained 15 points (0.9%) to 1,633, while the Handysize index added 15 points to 890.

提示：美国总统特朗普在福克斯新闻的采访结束。

Forex strategist Karamanis says euro options show traders expect the ECB to pass today calmly because rate hikes are already fully priced; the meeting is largely viewed as procedural. If officials signal consecutive hikes in July rather than a pause until September (swap market currently prices that probability below 50%), the euro could move. A larger FX shake-up would require material repricing of three hikes by year-end. Karamanis expects Lagarde to mainly reiterate data-dependence and provide little explicit forward guidance.