日本央行副行长内田真一：随着利率上升，中性利率路径变得更加清晰。

Lyon Securities said easing Middle East tensions pushed oil down to $85/bbl but, despite market expectations of a return to ~$70, damage to production facilities and infrastructure bottlenecks mean global supply is unlikely to recover to pre-conflict levels within 6–12 months. The bank now expects H2 oil to remain above $80/bbl (1H average $94). It forecasts Chinese oil producers will post their strongest earnings and cash flow in years, with PetroChina (00857.HK) and CNOOC (00883.HK) Q2 EPS seen rising about 50% YoY. Lyon views PetroChina and CNOOC as relatively defensive amid volatility given solid fundamentals and roughly 7% dividend yields. Lyon assigns OUTPERFORM to the three state oil majors, preferring PetroChina, then CNOOC, then Sinopec (00386.HK); price targets: PetroChina HK$12, CNOOC HK$36, Sinopec HK$4.9. The bank says CNOOC's removal from a US-related list could trigger re-rating, while Sinopec's Q2 profit may face headwinds.

UCHIDA, Bank of Japan deputy governor, said the risk of a significant economic slowdown appears reduced compared with earlier.