高盛：若60天的談判持續且伊朗石油豁免得以恢復，預計波斯灣原油供應量將在7月底前恢復；這將需要霍爾木茲海峽的原油供應量增加660萬桶/日。

Japan 10- and 20-year JGB yields surged to multi-decade highs this week as markets question Prime Minister Takaichi’s commitment to fiscal discipline and monetary-policy normalization, and government spending raises fiscal strain. The 10y-2y JGB spread widened to 143bps on Wednesday, the most since 2004, reflecting rising long-end inflation/price risk alongside weaker expectations for near-term Bank of Japan rate hikes. Daiwa senior economist Kento Minami said recent curve steepening is a warning signal, highlighting a gap between market-priced risks and government fiscal-monetary policy.

WTI原油失守73美元/桶，日內跌幅2.19%；布倫特原油日內跌幅達2.00%，現報77.36美元/桶。