亚洲交易时段，棕榈油期货虽以跌势收盘，但仍坚守于高位区间。野村证券分析师Raghavendra Divekar与Amol Dongre在研报中指出，令吉走软及马来西亚库存收紧或将在本周为毛棕榈油价格提供支撑。他们预测本周CPO均价可能徘徊在4700令吉附近，但中东冲突局势若缓解叠加原油价格疲软，恐将价格压制至每吨4600令吉以下。马来西亚衍生品交易所6月交割合约下跌27令吉，至每吨4812令吉。
随着市场对美联储降息预期降温，黄金上行空间或受抑制，Sky Links Capital首席执行官Daniel Takieddine表示。强劲的美国就业数据持续支撑国债收益率，令贵金属承压。与此同时，外交斡旋推动中东冲突解决曙光初现，进一步加剧了黄金前景的不确定性。但他补充道，中东以外地缘政治风险及各国央行的稳定购入仍为金价托底。他指出黄金短期走势将取决于美国数据披露、美联储政策信号及地缘政治动态。现货黄金微涨0.5%，报每盎司4699.02美元。
星展集团研究部分析师在报告中警示，泰国石油勘探生产公司一季度净利润或受巨额对冲亏损拖累。分析师称，自中东冲突爆发后油价攀升，可能导致该公司在财报中计入原油对冲及外汇相关损失。尽管如此，星展仍将其列为泰国能源板块首选——作为油价飙升的直接受益者，其当前平均售价尚未完全反映原油涨幅，且受电价等监管风险影响较小。星展维持"买入"评级及174泰铢目标股价，该股上周收盘跌1.6%至157泰铢。
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