EMSC reports a 5.4 magnitude earthquake in Pakistan.

U.S. Treasury yields and the dollar fell after oil dropped more than 3% and markets repriced the U.S. rate outlook. CME FedWatch shows a 42% chance of one Fed hike this year; the probability of a second hike fell to 28% from 34% a week earlier as inflation expectations cooled. A Wall Street Journal survey forecasts the University of Michigan consumer sentiment index, due at 10:00 a.m. ET (22:00 Beijing), to rise to 49 from 44.8.

June 29–July 3: 51 A-share issuers face restricted-share unlocks totaling about 106.23 bln yuan. Fourteen stocks have unlock value above 1 bln yuan. Sixteen stocks see unlock ratios above 10%; Tongli Technology leads at 75%, while Shichuang Energy, Leisi Information, Huafeng Technology and Ruixing each exceed 50%. Those five are IPO original-shareholder lock-up releases.