加拿大5月核心零售銷售月率 1.2%，預期1.4%，前值由0.10%修正爲0%。

Phillip Nova analyst Priyanka Sachdeva said in a note that sustained escalation could push Brent to $100/bbl. She said the market currently faces logistics risk rather than direct crude losses, but persistent attacks could erase that distinction rapidly. The biggest energy-market risk is simultaneous, prolonged disruptions in the Bab al‑Mandeb and the Strait of Hormuz; if that occurs, flexibility to reroute cargoes would be very limited and shipping interruptions could quickly feed into broader inflationary pressure.

Ukrainian President Zelenskiy discussed the possibility of resuming negotiations with Russia with US Middle East envoy Witkoff and Jared Kushner.