市场消息：加拿大养老金投资委员会与瑞典投资机构EQT达成合作，共同推进人工智能基础设施投资。加拿大养老金投资委员会将投资17.5亿美元，以支持EQT的相关战略。

BofA forecasts Brazil's SELIC rate will reach 12.25% in 2028.

A Bloomberg survey shows OPEC crude output rose 2.34 mln b/d in June to 18.75 mln b/d as a U.S.-Iran peace accord enabled members to resume exports via the Strait of Hormuz. Kuwait, Saudi Arabia and Iran posted the largest gains. Tanker-tracking data indicate Gulf producers had already been clandestinely moving cargoes through the strait before the accord; the strait was almost closed in the early stages of the conflict. With the agreement allowing more open transits, Saudi shipments have recovered to about 90% of normal. After adjusting for the UAE’s exit, OPEC’s June output remained 7.3 mln b/d below February levels, a 28% decline.