巴基斯坦總理：巴基斯坦和伊朗將攜手合作，實現互利共贏。

Morgan Stanley CIO and head US equity strategist Mike Wilson said liquidity, not rate hikes, is the primary near-term risk for US equities. He noted reserve-management programs are about 75% smaller than their peak and Treasury repo volumes have fallen roughly 50%, tightening market liquidity. Accelerating loan growth is worsening the squeeze as the real economy absorbs more capital while balance-sheet support recedes. Wilson expects US equities to be volatile in July and possibly pull back; a next earnings-driven leg up may be delayed until liquidity headwinds ease. He said last week's FOMC under Fed Chair Kevin Warsh was a necessary step to rebuild Fed credibility and that the S&P 500/gold ratio has risen about 40% since Warsh's February nomination, signaling market confidence. Wilson backed Warsh's move to reduce heavy forward guidance, saying markets should react to incoming data rather than try to pre-empt Fed remarks.

午盤收盤，國內期貨主力合約跌多漲少，滬銀跌超6%，低硫燃料油（LU）、液化石油氣（LPG）、燃料油、焦炭、丙烯、滬錫跌超4%，瀝青、SC原油跌近4%。漲幅方面，菜粕漲超1%，豆一、蘋果漲近1%。