美国5月商品进口环比增长3.6%；5月商品出口环比下降5.4%。

Crédit Agricole CIB said its month‑end pricing model points to moderate dollar buying ahead of the June 30 fix. The bank noted global equities were broadly strong in June and the dollar has risen across major currencies this month. After accounting for equity moves, market‑cap weights and FX performance, month‑end portfolio rebalancing flows are expected to be modestly USD‑buying overall, with the strongest buy signal against SEK. It warned qtr‑end and half‑year flows may also be active, so overlapping flows could raise volatility and complicate signals, particularly in the last one to two days around the London fix. Market participants should be cautious of sharp moves lacking fundamental support.

德国两年期国债收益率在欧洲央行消费者预期调查公布后下跌，降至七周低点2.508%，日内跌3个基点。