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Sources say Venezuela’s Amuay refinery has shut down due to a power outage; its daily output is 64.5 barrels.
1. Monday: ① Data: Eurozone June Industrial and Economic Sentiment Indices, Eurozone June Industrial Sentiment Indices; ② Fed official Barkin speaks; ③ ECB holds Central Bank Forum in Sintra, until July 1; ④ The People's Bank of China will increase overnight reverse repurchase operations in open market operations on the 29th and 30th; ⑤ Japan's Ministry of Finance holds a government bond investor meeting; ⑥ Samsung and SK Hynix will announce major investment plans; ⑦ 2026 Beijing Space Computing Conference held. 2. Tuesday: ① Data: Japan's May unemployment rate, China's June official manufacturing PMI, UK's Q1 current account and GDP final readings, France's June CPI preliminary reading, Germany's June unemployment rate and CPI preliminary reading, Canada's April GDP monthly rate, US April FHFA house price index monthly rate and 20-city house price index, US May JOLTs job openings, US June Conference Board Consumer Confidence Index; ② Earnings reports: Nike; ③ ECB President Lagarde speaks in Sintra; ④ RBA releases minutes of its June monetary policy meeting; ⑤ US and Iran hold technical talks; ⑥ 2025 annual personal income tax settlement concludes; ⑦ 2026 China Intelligent Computing Industry Ecosystem Development Annual Conference. 3. Wednesday: ① Data: US API and EIA crude oil inventories, China's June RatingDog Manufacturing PMI, June Manufacturing PMIs of the US, UK, France, Germany, and the Eurozone, US June Challenger job cuts, US June ADP employment figures; ② Speeches by the heads of the four central banks of the US, UK, Canada, and the European Central Bank at the European Central Bank Forum [simultaneous interpretation]; ③ Japanese Prime Minister Sanae Takaichi embarks on her first official visit to India; ④ The Toronto Stock Exchange is closed for one day, and the Hong Kong Stock Exchange is closed for one day due to the anniversary of the establishment of the Hong Kong Special Administrative Region; ⑤ The semiconductor and electronic components supply chain is expected to see a price surge; ⑥ The Davos Technology Summit opens; ⑦ The "Safety Traffic Regulations for Road Testing and Demonstration Applications of Intelligent Connected Vehicles" comes into effect. 4. Thursday: ① Data: Eurozone May unemployment rate, US May factory orders month-on-month rate, US June seasonally adjusted non-farm payrolls and unemployment rate, US initial jobless claims for the week ending June 27; ② 2026 Shanghai International Embroidered Intelligent Industry Expo; ③ The Global OPC Co-creation Festival is held in Beijing. 5. Friday: ① Data: US total oil rig count for the week ending July 3, China's June RatingDog Services PMI, and final June Services PMI readings for the UK, France, Germany, and the Eurozone; ② US stock markets closed for Independence Day; ③ Bank of England Governor Bailey speaks on fiscal and monetary policy coordination; ④ A new round of domestic refined oil price adjustments will begin; ⑤ European Central Bank President Lagarde speaks; ⑥ Trump will attend an event at Mount Rushmore. 6. Sunday: Saudi Aramco announces its official crude oil prices around the 5th of each month.
June 29th - Given the Reserve Bank of Australia's recent warning that official interest rates could rise further, issues concerning the Middle East conflict and oil prices remain crucial. Matthew Hassan, Head of Macro Forecasting for Australia at Westpac, expects the normalization of oil and gas supplies to be a "slow and tortuous process." He noted that concerns about persistently high domestic inflation will force the RBA to raise interest rates further in August. Hassan added that this decision will be difficult for the committee given the already weak economic growth.
Invesco survey: 61% of central banks believe that the level of US debt has a negative impact on the long-term status of the dollar as a reserve asset.
June 29 - On June 28 local time, Venezuelan Acting President Rodriguez stated that power services in La Guaira state, the hardest-hit area by the earthquake, have been restored to 75%, water supply to 68%, and road traffic to approximately 90%, with road and vehicle traffic essentially back to normal.
Ruwei Technology announced on the Hong Kong Stock Exchange that it plans to issue 28.08 million H shares in its Hong Kong listing at a price of HK$21.66 per share, with trading expected to commence on July 8.
June 29 - According to Kintetsu Railway Company, a train derailed at Kyoto Station at approximately 5:13 AM local time on June 29. Railway authorities are currently inspecting the line, and service on both directions of the Kintetsu Kyoto Line between Kyoto Station and Kamitoribaguchi Station is suspended. No injuries have been reported so far.
E-Drive plans to issue 26.13 million H shares in its Hong Kong listing (subject to the exercise of the over-allotment option), with an issue price ranging from HK$81.16 to HK$87.92 per share. Trading is expected to commence on July 8.
Momenta plans to issue 19.93 million shares in its Hong Kong listing (subject to the exercise of the over-allotment option), with an issue price of HK$295.6 per share, and trading is expected to commence on July 8.
June 29th - A rare heatwave is sweeping across Europe. On the 27th local time, record high temperatures were broken in Germany, the Czech Republic, and other regions, while governments in Hungary, Poland, and other countries issued nationwide heatwave warnings. The high temperatures in many European countries have spurred demand for air conditioners, fans, and other related products. Driven by strong cross-border e-commerce channels, orders for cooling products made in China have increased significantly, becoming a new growth point for foreign trade exports this summer. Zheng Li, International Trade Director of a company in Ningbo, Zhejiang, stated that from January to May this year, the shipment volume of ice machines to Europe increased by over 70% compared to the same period last year, accounting for about 15% of total sales.
① Iran 1. Iranian Foreign Minister: The Straits of Hormuz will be completely under Iranian control within the next 30 days; any intervention will delay the reopening of the Straits. 2. Iranian Foreign Minister calls for the establishment of a “security framework” with Gulf states. 3. Leaders of the Iranian and Lebanese parliaments spoke by phone minutes ago to discuss bilateral issues, particularly the situation in Lebanon. 4. Iran urges the United States to set a timetable for Israel’s “unconditional” withdrawal from Lebanon. ② United States 1. US Ambassador to the United Nations: Iran must choose responsibility or destruction. ③ Israel 1. Israeli Prime Minister's Office: The Israeli military has destroyed Hezbollah’s underground infrastructure in a village in southern Lebanon; Israel notified the United States of the attack in advance. The military will continue to destroy Hezbollah infrastructure to eliminate the threat to northern towns. ④ US-Iran Negotiations 1. Israeli i24NEWS reporter reports that the US-Iran negotiations scheduled for Sunday have been canceled. 2. Iranian officials say Iran did not participate in the technical negotiations scheduled for Sunday due to recent attacks and unfulfilled conditions. 3. Iraqi Foreign Minister: Willing to mediate between the US and Iran to end the war. 4. US media: The US and Iran have agreed to halt mutual attacks and will meet in Qatar this week to resolve the dispute over the Strait of Hormuz. ⑥ Other developments: 1. Israeli military: Hamas naval commander killed in Gaza attack. 2. According to the Associated Press: Pakistan claims it conducted ground operations and strikes in the Afghan border region, resulting in the deaths of 29 militants.
June 29 (AP) -- Pakistani officials said security forces conducted an intelligence-based ground operation along the Pakistan-Afghanistan border on Sunday, followed by "precision strikes" on militant hideouts and shelters, killing 29 militants. Pakistani Information Minister Attra Talal said the operation was in response to multiple militant attacks across the country. The previous day, militants armed with guns and explosives attacked the regional headquarters of the paramilitary group Rangers in the southern port city of Karachi, killing three soldiers. Security forces killed three attackers and arrested another, identified by the military as a wounded Afghan national. The Pakistani Taliban's separatist faction, the Free People's Party, claimed responsibility for the Karachi attack in a statement released Saturday evening.
According to Axios: US officials revealed that the US and Iran have agreed to cease attacks and will meet this week.
According to the Associated Press, Pakistan claims that it conducted ground operations and strikes in the Afghan border region, resulting in the deaths of 29 militants.
The Israeli Prime Minister's Office stated that the destroyed underground tunnels contained hundreds of weapons and several rocket launcher platforms.
On June 29, an Iranian official stated that Iran did not participate in the technical talks scheduled for that day due to "recent attacks and failure to meet relevant conditions." Separately, according to US sources that day, the planned resumption of US-Iran technical talks in Switzerland this week has stalled due to renewed conflict between the two countries.
Russian President Vladimir Putin: Ukraine has proposed a cessation of attacks on each other's territories.
June 29 - According to Iranian state television, Iranian officials stated that Iran did not participate in the technical negotiations scheduled for Sunday due to recent attacks and unfulfilled conditions.
Russian President Vladimir Putin: Oil refineries should be maintained more quickly, and fuel imports should be arranged as soon as possible.
Russian President Vladimir Putin: (Regarding the issue of Kyiv's proposal to limit military operations) The Ukrainian Armed Forces want to limit military operations to four regions in order to redeploy troops.
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