市场消息：以色列和黎巴嫩本周将举行会谈，讨论将相关区域移交给黎巴嫩军队控制。

KPLER estimates Asia's crude imports will rise to about 22.18 mln bpd in June from 20.35 mln bpd in May, still below the pre‑Feb. 28 attack three‑month average of 26.76 mln bpd. June volumes are well above April's eight‑year low of 18.77 mln bpd, when the Strait of Hormuz was effectively shut. KPLER said refined‑product supply remains constrained and that restoration of roughly 20% of pre‑conflict global flows through the Strait could bring additional oil to Asia in July, a tightening likely to be reflected in prices.

Capital Economics economist Thomas Matthews said in a report that whoever becomes the UK’s next leader will face the same fiscal strain. Latest public finance data show May public sector net borrowing exceeded Office for Budget Responsibility forecasts. Media reports say incumbent leader Keir Starmer is expected to resign on Monday, potentially bringing a new prime minister. Matthews said there is almost no room to increase spending without triggering a bond market rebound.