US total rig count for week to July 10: 581 rigs, up from 580 the prior week.

美国总统特朗普：伊朗已经请求我们继续“谈判”。我们已同意，但美国已明确无误地告知他们：停火已经结束！

Jefferies analysts say European equities warrant reappraisal given the continent’s technology strengths. Higher social acceptance of AI in many European countries than in the US could allow Europe to capture AI-driven productivity gains; Europe’s large financial and industrial sectors should benefit from reforms aimed at encouraging investment. Heavy European investment in Africa gives listed European companies direct exposure to African growth. Jefferies sees these factors as a credible diversification case for investors.