市場消息：普京再次身穿軍裝亮相，並表示俄軍在前線掌握着“戰略主動權”。

Venezuela's largest refinery, the 645,000 b/d Amuay, resumed operations on Friday after a blackout and is processing about 140,000 b/d; its FCC has also restarted. Last week's earthquakes knocked out power at several Venezuelan refineries. The 146,000 b/d El Palito has had power restored, but staff have not yet restarted production units.

After earlier pullbacks, secondary-market signals for public REITs have turned constructive. Multiple brokerages say domestic public REITs are trading in a historically low valuation range; the rollout of index funds and firmer expectations of insurance inflows should improve supply-demand and lift long-term allocation appeal. As of June 30, the spread between distribution yield on property-rights REITs and the 10-year government bond yield reached levels seen at the market troughs in early‑2024 and early‑2025. Historically, such wide spreads have preceded valuation recoveries, suggesting recent adjustments have largely absorbed near-term negative pressure and strengthened the valuation cushion.