Shell forecasts Q2 integrated gas production of 610-650 kboe/d.

JP Morgan Asset Management global markets strategist Raisah Rasid said robotics and autonomous-driving firms could be the next winners in AI-driven trades as large-scale adoption accelerates, particularly in generative AI. She said AI gains are spreading beyond hyperscalers and that earnings growth — especially in hardware — has been a key driver of major market returns. Rasid added KOSPI’s triple-digit 1H rally is unlikely to repeat in H2, with growth set to moderate as companies may struggle to sustain strong pricing power in hardware.

Bank of England maintains countercyclical capital buffer at 2%.