日本40年期国债收益率下降2.0个基点，至3.785%。

S&P Global deputy director for economics Annabel Fiddes said the latest PMI shows Japan's manufacturing delivered its strongest quarterly performance in over 12 years in June. Production expanded as client demand improved and overall new orders rose at the fastest pace in about 4.5 years, led by AI-related technologies and robust semiconductor demand. Growth was at least partly driven by inventory hoarding amid the Middle East war. Supplier performance deteriorated sharply again in June due to shipping delays and supplier shortages, keeping inflationary pressures among the most severe since the PMI series began in 2001—input costs and selling prices both rose rapidly. Fiddes warned there is significant uncertainty about whether the strength will extend into H2, as short-term hoarding may fade, especially if costs continue rising and customer spending weakens.

Preliminary vessel-tracking from Kpler and Vortexa shows the UAE lifted June crude and condensate exports to record levels shortly after leaving OPEC. Kpler senior oil analyst Rauball said June exports averaged about 3.7 mln b/d, a record and well above the 3.1–3.3 mln b/d seen before the Middle East conflict. The UAE’s prior export peak was 3.44 mln b/d in April 2020 during the Saudi-Russia price war. Vortexa senior analyst Emma Li said Abu Dhabi loadings from June 1–29 reached roughly 4.0 mln b/d, above the pre-conflict 3.4 mln b/d level; exports rose to a 3.7 mln b/d high versus about 3.3 mln b/d in the first two months of this year.