美国至7月3日当周EIA原油库存 299.8万桶，预期-237.1万桶，前值-377.5万桶。

RBNZ MPC unanimously raised the official cash rate (OCR) by 25bps to 2.50%. Partial reopening of the Strait of Hormuz pushed global oil and other petrochemical prices sharply lower, easing near-term inflation pressure, but the energy shock’s effects will persist and medium-term inflation remains uncertain. Policy is set to return inflation to target while avoiding unnecessary economic instability. New Zealand’s economy was on a recovery path before the Middle East conflict; the oil shock weakened Q2 momentum. With inflation still above target and activity expected to strengthen, further removal of monetary stimulus may be required to return inflation to the 2% midpoint. Future rate decisions will depend on incoming data, price-setting behaviour and the extent to which recent cost increases pass through to consumer prices.

Sources said dollar selling emerged in the USD/KRW forward market linked to SK Hynix's ADR listing.