美国投资公司协会（ICI）：美国货币市场基金资产规模升至7.953万亿美元，创历史新高。

Indonesia took delivery of about 770,000 barrels of Russian crude on June 29, the first shipment since the countries struck a supply agreement in April, customs data show. The cargo, valued at roughly $75m, was loaded at Kozmino and carried by tanker "Sella" to Balikpapan. The shipment suggests Moscow is expanding its buyer base amid firmer oil prices after the Iran conflict. Ship‑tracking data show sporadic earlier cargoes from Russia’s Far East this year and last, typically Sakhalin and ESPO-grade barrels. Russian crude flows have been closely monitored since the 2022 Russia‑Ukraine war amid Western restrictions.

State Street analyst Masahiko Loo said Japan’s finance minister Katayama’s remark that pension funds may boost allocations to financial assets would be supportive for Japanese government bonds and the yen. Any asset-allocation shift is likely to be gradual; historically pension funds deviate only modestly from domestic bond targets, implying limited but meaningful scope to raise domestic bond exposure. Loo said the comment also signals policy intent amid market doubts over how much firepower the finance ministry has for FX intervention. With over $1 trillion in foreign-exchange reserves, intervention remains an option, but keeping domestic institutional capital at home would be a more durable structural support for the yen; State Street remains constructive on JGBs and the yen over the medium-to-long term.