US Chicago Fed National Activity Index (CFNAI) for May -0.1; previous reading revised to 0.19 from 0.14.

中國香港5月出口年率 40.8%，前值42.90%。

Yen weakness, despite policy efforts to halt the fall, could lift aggregate profits at Japanese automakers by about ¥934bn (≈$5.8bn) if the currency stays near current levels. Toyota’s May guidance assumes $1=¥150 versus the current ~¥161; Toyota estimates each ¥1 depreciation boosts its operating profit by ¥50bn, implying a substantial benefit from continued yen weakness. Other OEM assumptions are more conservative: Honda $1=¥145, Nissan $1=¥150, Subaru and Mazda $1=¥155. In yuan terms of input costs, raw material and energy prices in yen have fallen more than 30% from late‑April peaks after the US‑Iran peace agreement. Analyst Tatsuo Yoshida says the recent developments could be materially positive for firms that already factored Middle East risks into forecasts and that lower gasoline prices may help consumer confidence and support vehicle demand.