聯合石油數據庫JODI：沙特原油出口在四月份環比下降98.4萬桶/日，降至399萬桶/日。

An India Meteorological Department official said the monsoon, stalled for two weeks, has resumed and will move into central India this week.

JP Morgan Private Bank EMEA equities strategist Natalia Lipishina warns that a sustained or further drop in oil prices could undermine a key source of earnings growth, prompting downward revisions to energy estimates and potential spillovers across other sectors. She says this raises the risk that European equities will underperform US and emerging-market peers in H2. Lipishina and JP Morgan remain constructive on AI-related themes — technology, semiconductors and industrials tied to global infrastructure spending — and see opportunistic value in luxury and civil aviation after recent underperformance, while preferring US and emerging-market stocks for stronger earnings trajectories.