早盘收盘，国内期货主力合约涨多跌少，SC原油涨超5%，液化石油气（LPG）涨近5%，燃料油涨超4%，低硫燃料油（LU）、乙二醇（EG）、合成橡胶涨超3%，纯苯涨近3%。跌幅方面，沪锡、国际铜、沪铜、多晶硅跌超1%，沪锌、工业硅、鸡蛋跌近1%。

Xiaomi Group (01810.HK) will report Q2 results on Tuesday. A Visible Alpha survey of analysts expects Q2 net profit of RMB 6.01 bln, down from RMB 11.9 bln a year earlier; revenue is forecast at RMB 109.82 bln, down 5.3% YoY. CITIGROUP cites weak sales across smartphones, IoT, internet and EV businesses plus higher memory costs and intensifying competition as margin headwinds, and projects Q2 gross margin may narrow to 19.7%.

A November New Zealand election may complicate RBNZ policy, but ANZ senior strategist David Croy says the central bank is still likely to raise rates in October. The RBNZ has signaled it wants to return policy to neutral; ANZ estimates the neutral rate at around 3% or slightly higher versus the current policy rate of 2.50%. Croy says with policy still accommodative and inflation above target, there is no clear reason to pause hikes — the burden is on the RBNZ to find a reason not to raise in October.