Barclays: Constructive on oil prices, expects non-OPEC+ supply growth to slow significantly, and many waning demand weaknesses may already be priced in.

Barclays: OPEC+ will likely continue to act aggressively with the main goal of avoiding a persistent glut.

Barclays predicts that U.S. oil production will grow by 700,000 bpd by the fourth quarter of 2023 and by 300,000 bpd in 2024, with the Permian region still driving most of the growth.

Barclays: Non-OPEC+ supply growth is expected to slow significantly in the coming quarters, while much of the gradual weakening on the demand side is already priced in.

Adani is in talks to refinance its first major debt since the Hindenburg short.

Fitch: It is expected that the policy rate will once again become a tool for policymakers to ease the pressure on the Turkish lira and foreign exchange reserves and to combat inflation.

Fitch: The weakening of the Turkish lira may strengthen market expectations for changing the exchange rate as a nominal anchor point to cut inflation and promote de-dollarization.

Megan Greene, Bank of England Monetary Policy Member Designate: Not sure if dual interest rates are the best option to promote green investment, but it may be one way.

Megan Greene, Bank of England Monetary Policy Member Designate: Brexit has had a structural impact on UK trade and hit investment, which could weigh on potential growth in the UK.

Bank of England monetary policy member-designate Megan Greene: If the UK economy grows above 1%, I expect inflationary pressures to increase.

Bank of England monetary policy member-designate Megan Greene: We need to carry out quantitative tightening slowly and carefully to avoid financial stability risks.

Oil production from the Kashagan field in Kazakhstan has increased by 9% to 256,600 tonnes per day since June 8, the sources said.

Bank of America Merrill Lynch June Global Fund Manager Survey: Asset allocators cut their cash ratio to 5.1%, the lowest level in 19 months.

Bank of America Merrill Lynch June global fund manager survey: 87% of investors expect global CPI to decline in the next 12 months.

Megan Greene, Bank of England Monetary Policy Member Designate: Considering the lag effect, there is always a risk of excessive tightening of monetary policy, and the Bank of England is aware of this.

FSB: French banks come out strong in March stress test.

European Central Bank Supervisory Board Chairman Enria: Put pressure on banks to reduce exposure to Russia and get out of the market as much as possible.

Danish Systemic Risk Board: The board still considers it appropriate to increase the countercyclical capital buffer to 2.5% from March 2023.

Home Depot (HD.N) still expects a full-year operating margin of 14 percent to 14.3 percent, compared with a forecast of 14.2 percent.

The financial website Forexlive commented on the US NFIB Small Business Confidence Index in May: This is the 17th consecutive month that the index has been below the 49-year average of 98 points. The NFIB noted that small businesses are clearly in a recessionary mood, expressing great concern about future business conditions. Until inflation cools further and the Fed pauses its tightening cycle, optimism will start to improve again.