The Baltic Dry Index (BDI) closed unchanged at 2,729 on Friday, but fell 8.5% on the week as vessel-segment performance diverged. The Capesize index slipped 33 pts (0.8%) to 4,107, down 16.1% week-on-week. Panamax rose 32 pts (1.4%) to 2,283, up 2.1% for the week. Supramax gained 9 pts (0.6%) to 1,642, a weekly increase of 3.4%.

高盛：維持2026年第四季度布倫特原油價格預測爲每桶90美元。

Global banks are restricting hedge fund leverage on leading Asian chipmakers after strong year-to-date rallies raised pullback risk. Brokers including Citigroup, JP Morgan and Goldman Sachs have raised financing costs on swap-based longs in SK Hynix and Samsung Electronics, tightened new-trade sizes and which names they will trade, and in some cases are refusing new swap requests or assessing them case-by-case. Banks have applied similar limits to TSMC.