美國民主黨參議員沃倫：美國聯邦住房金融局局長普爾特不可信，應該被免職。

Japan May retail sales YoY 5.3% (est. 3.2%); April revised up to 2.8% from 2.1%.

Minmetals Futures said weekend reports of supply-side restarts are pressuring lithium carbonate and prices are likely to open lower. Supply: H2 incremental lithium carbonate output will be driven mainly by spodumene, with overall release pacing slightly faster than H1. Demand: downstream orders remain full; July–August is a seasonal EV consumption trough but downstream production continues to rise MoM, and peak demand is expected in Sept–Oct. Overall, Minmetals judges the annual supply–demand balance will remain tight — even if a large Jiangxi lithium mine resumes production. A near-term price decline may prompt downstream buyers to bring forward restocking, which would limit downside.