美国5月扣除运输的耐用品订单月率 1.3%，预期0.6%，前值由1.10%修正为1.4%。

BARCLAYS research team in its quarterly emerging-market economic and strategy outlook said geopolitics and energy prices dominated market moves in Q2, yet EM economies and assets outperformed expectations. The firm warned the Fed policy cycle could pose new challenges for EM local-currency assets, while an easing of Middle East tensions could create room for upside. Investors should target market-specific, fundamentals-driven excess-return opportunities. BARCLAYS raised its 2026 growth forecast for Asia to 5.2% and identified the region as the most upwardly biased among EMs. Previously feared supply-chain shocks did not trigger a regional growth slowdown; exports — especially tech exports — remained resilient, and corporations and governments largely could reallocate energy supplies. Most economies performed better than expected; the Philippines was an exception.

An Israeli airline has suspended Tel Aviv–Moscow flights citing elevated Russia–Ukraine tensions and said it will review next week whether to resume service.