ConocoPhillips (COP.N) expects capital expenditure on the Willow project to decline, particularly after the project's accelerated start-up in early 2029.

Hong Kong Monetary Authority provided HK$701 million of liquidity to banks via its discount window.

ChinaAMC says recent A-share tech swings reflect funding-side noise rather than a fundamental industry reversal; AI’s very-long-cycle growth thesis remains intact and sector opportunities are ample. Du Houliang notes some AI supply-chain names now trade at relatively low valuations, reflecting market pessimism, but low valuations alone are not sufficient to prompt a rebound. China’s bond-market pricing has moved back into a reasonable/neutral range; with policy still accommodative and bank funding costs heading lower, onshore bonds retain value as a steady core allocation. Wang Shen expects the low-rate environment to persist this year; with further declines in banks’ liability costs in H2, pure bonds should continue to provide steady core returns, though absolute returns may ease versus 1H.