俄罗斯罗斯托夫州州长称，两艘油轮在亚速海遭到无人机袭击。

The Fed will release minutes from its June policy meeting in the early hours of July 9 Beijing time. The June meeting left rates unchanged but the dot plot showed a pronounced 9-8-1 split: nine participants see at least one more hike this year, eight expect unchanged policy and one favors cuts; new chair Kevin Walsh did not submit a dot-plot. June’s statement was markedly shorter with limited forward guidance, so markets see the minutes as the primary window into internal leanings — notably whether the nine hawks are driven by sticky inf and what conditions would prompt renewed tightening. Recent oil-driven rises in energy-input inf have strengthened those concerns. If the minutes show C.BANK remains highly focused on inf risks, expectations that higher rates will be maintained longer could resurface, boosting USD and U.S. Treasury yields, pressuring high-valuation tech and weighing on non-USD assets.

Market sources: Saudi foreign minister met Omani foreign minister in Muscat to discuss the regional situation.