US short-term interest rate futures imply about a 45% chance of a Fed rate hike in July, up from roughly 35% earlier on Monday.

韩国KOSPI指数向下触及6800点，日内跌9.07%。SK海力士现跌14.5%，三星电子跌11%。

FT reports EU imports of LNG from Russia's Yamal project reached a record 9.89 mln t in 1H2026, up 18% YoY, Kpler data show. NGO Urgewald estimates Europe may have paid up to €6 bln for those cargos. Biggest buyers were France (3.6 mln t), Belgium (2.9 mln t) and Spain (2.7 mln t). Under current EU rules purchases of Russian LNG via short-term contracts are banned, requiring customs to verify imports are covered by long-term contracts; from Jan. 1, 2027 the EU will ban imports of Russian LNG under long-term contracts.