US July retail sales control group fell 0.4% MoM vs +0.3% expected; June revised down to +0.4% from +0.5%.

英国政府发布关于野火风险的严重警报，称发生野火的风险极高。

U.S. oil companies are trimming domestic shale capital spending and redirecting windfall from high oil prices into shareholder returns and debt repayment rather than accelerating production. Company filings show Chevron and ConocoPhillips cut U.S. 48-state capex by about 10% in H1, while Occidental cut Permian spending roughly 20% over the same period; APA, Matador Resources and HighPeak Energy expect drilling and fracking spend materially below year-ago levels. Firms say gains in drilling and completion productivity mean more oil per dollar, so lower capex does not automatically translate into lower volumes as operators sustain or grow output via efficiency. The shift is weighing on U.S. crude supply growth and is drawing political pressure as Trump criticizes refiners and producers for not cutting retail gasoline prices faster.