【世界杯带来的岗位增长被完全抹去】美国6月非农报告显示，就业疲软主要源于休闲和酒店业就业人数意外下降6.1万个岗位。此前，由于世界杯期间的招聘，该行业在5月份新增了4万个岗位。此外，零售业减少了7500个岗位，信息产业则减少了9000个岗位。

Rising energy flows through the Strait of Hormuz have prompted UBS to lower its oil-price forecasts. UBS now expects Brent to average $84/bbl this year, down $9/bbl from its prior view, and has cut its 2027 Brent forecast to $75/bbl from $85. The bank cites reduced geopolitical risk and a rapid supply rebound that drove prices lower than expected. UBS sees a modest H2 rebound to around $80/bbl as Gulf floating storage normalizes and demand recovers, but says the path to normalization may be bumpy and risk premia could remain elevated. Inventory restocking should support prices through end‑2027, though the required rebuild is smaller than its earlier 1 billion‑barrel estimate.

Nomura Asset Management said South Korean equities are overly concentrated in the semiconductor sector versus Taiwanese equities, and the won is excessively weak.