乌克兰军队对莫斯科地区一家炼油厂发动第二次空袭并引发大火，同时打击罗斯托夫及乌东被占区目标。事件系对俄方近期导弹与无人机袭击基辅的报复行动，属冲突升级新节点。炼油设施直接关联原油加工能力，此次实打实的产能破坏构成短期供应扰动，与国际原油市场存在明确传导路径。

India’s current account deficit is expected to widen to 2.2% of GDP in FY27 from 0.6% in FY26 as elevated energy prices weigh on the external balance. Crisil Ratings forecasts Brent crude will average $90-95 per barrel this fiscal, about 32% higher than in fiscal 2026. India’s merchandise trade deficit widened to $28.2 billion in May 2026 amid higher import growth and continued pressure from oil.

印度央行外汇远期空头头寸升至近1100亿美元，创历史新高，主要通过美元-卢比掉期承接银行外币融资及国企外债对冲需求。叠加银行需为约500亿美元外币存款利息（年化6%，四年期）额外对冲约120亿美元远期购汇，将显著吸收油价回落带来的美元流入。卢比虽从97反弹至94.50，但RBI重建外汇储备与消化远期头寸的双重操作限制其进一步升值空间。

On-chain data show Andrew Tate was left with less than $15,000 in his account after a fresh round of liquidations.

Systematix Group has upgraded India’s financial sector to overweight, saying lower crude oil prices could ease inflation, support the rupee and set the stage for a softer interest-rate cycle. It expects large lenders such as ICICI Bank and SBI to be among the first major beneficiaries. The view follows feedback from about 30 companies at its investor conference, where most participants projected volume growth of 15%-18%.

CME Group says it plans to sue the Commodity Futures Trading Commission over the regulator’s decision to approve bitcoin perpetual futures in the United States. The dispute centers on whether perpetual contracts should be regulated as futures or as swaps under U.S. law.

Market expert Neeraj Dewan said a sharp pullback in international crude oil prices has eased a key external pressure on Indian equities, lifting sentiment among both domestic and foreign investors. He recommended continuing to buy on dips in financials, defence, infrastructure and metals, and said aluminium may see a short-term correction but remains positive over the medium to long term on demand from India, the US and Middle East rebuilding. The summary provided no specific figures for oil prices or aluminium price moves.

The Reserve Bank of India has temporarily removed the interest-rate ceiling on fresh FCNR deposits until September 30, 2026, aiming to boost foreign-currency inflows and banking-system liquidity. Federal Bank expects it can attract more than $1 billion in FCNR deposits from non-resident Indians and has rolled out a 6.25% US dollar fixed-deposit offering. The bank said it is bullish on gold loans because of low credit costs and limited capital requirements. The shift is being read as a liquidity and policy signal that provides indirect support for gold.