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Goldman Sachs: If the 60-day negotiations continue and the Iranian oil waivers are restored, the Persian Gulf oil supply is expected to recover by the end of July; this would require an increase of 6.6 million barrels per day in oil supply from the S

2026-07-09

Goldman Sachs: If the 60-day negotiations continue and the Iranian oil waivers are restored, the Persian Gulf oil supply is expected to recover by the end of July; this would require an increase of 6.6 million barrels per day in oil supply from the Strait of Hormuz.

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2026-07-09

The main lithium carbonate futures contract continued to decline, falling by more than 3% to 156,880 yuan/ton.

The main lithium carbonate futures contract continued to decline, falling by more than 3% to 156,880 yuan/ton.
2026-07-09

Former BOJ official Watanabe Tsutomu said on Wednesday the BOJ could accelerate rate hikes later this year and lift its policy rate above 2% to rein in inflation. He said the terminal peak will likely be higher than most expect, around 2% or slightly

Former BOJ official Watanabe Tsutomu said on Wednesday the BOJ could accelerate rate hikes later this year and lift its policy rate above 2% to rein in inflation. He said the terminal peak will likely be higher than most expect, around 2% or slightly above. Watanabe urged a dynamic assessment of policy, saying the terminal rate depends not only on neutral-rate estimates but also on factors such as inflation overshooting before the BOJ clearly tightens. With core inflation approaching the 2% target, he warned the policy board may shift from a previously passive stance to a more proactive position to prevent an overshoot.
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