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黎巴嫩议会议长贝里:黎巴嫩、以色列和美国之间的三方框架协议不会通过,因为该协议未能保障黎巴嫩的权益。
2026-06-29
黎巴嫩议会议长贝里:黎巴嫩、以色列和美国之间的三方框架协议不会通过,因为该协议未能保障黎巴嫩的权益。
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2026-06-29
Japan retail sales rose for a third consecutive month in May, up 1.9% MoM and 5.3% YoY, driven by wage gains and STATE AID that have eased household cost pressures. Despite growing concern the Iran war could lift prices, consumer demand remains firm as wage growth has long outpaced inf and subsidies from Prime Minister Sanae Takaichi are helping households sustain spending.
Japan retail sales rose for a third consecutive month in May, up 1.9% MoM and 5.3% YoY, driven by wage gains and STATE AID that have eased household cost pressures. Despite growing concern the Iran war could lift prices, consumer demand remains firm as wage growth has long outpaced inf and subsidies from Prime Minister Sanae Takaichi are helping households sustain spending.
2026-06-29
Huatai Securities research note: Escalating Middle East tensions are disrupting global oil and gas supply-demand, temporarily lifting oil prices and driving inventory draws; but high prices are already causing demand destruction, and as supply constraints ease marginally the oil-price midpoint could gradually return toward equilibrium. In bulk chemicals, capex growth has clearly turned since H2 2025; measures to curb redundant competition, dual-carbon control and the exit of backward overseas ca
Huatai Securities research note: Escalating Middle East tensions are disrupting global oil and gas supply-demand, temporarily lifting oil prices and driving inventory draws; but high prices are already causing demand destruction, and as supply constraints ease marginally the oil-price midpoint could gradually return toward equilibrium. In bulk chemicals, capex growth has clearly turned since H2 2025; measures to curb redundant competition, dual-carbon control and the exit of backward overseas capacity are promoting optimization of existing capacity and point to a capacity-cycle inflection. In electronic chemicals, AI compute growth, advanced process nodes, advanced packaging and domestic substitution are lifting semiconductor-material demand, and overseas supply disruptions could boost spot conditions for electronic specialty gases and other critical materials.
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