British Prime Minister Starmer: The defense plan provides the necessary decisive action within the framework of fiscal rules.

US Dollar: 1. The US Supreme Court blocked Trump's dismissal of Federal Reserve Governor Cook. 2. Trump: Will take immediate action regarding Cook's eligibility for the position. 3. OMFIF: A survey shows that for the first time, more central banks expect to reduce, rather than increase, their dollar holdings over the next decade. Euro: 1. Spanish inflation unexpectedly exceeded the European Central Bank's target level. 2. ECB Governing Council member Cazax: There is no need to rush into multiple rate hikes; the likelihood of a negative scenario has significantly decreased. 3. ECB President Lagarde stated that the ECB's June rate hike was not a "precautionary hike." 4. ECB sources: Although a rate hike may be delayed, it remains on the agenda. The rapid decline in oil prices has eased pressure on the central bank to raise rates in July; a September rate hike is now more likely. However, if June inflation data unexpectedly rises sharply, a July rate hike may re-emerge as a focus of discussion. 5. ECB Chief Economist Lane: The oil price futures curve indicates that oil prices will remain at high levels for the next few years, meaning that economic costs will rise. British Pound Sterling: 1. Political uncertainty in the UK led investors to heavily short the pound. 2. The UK government announced that the Defence Science and Technology Laboratory will receive £580 million in infrastructure funding over the next four years. This funding is part of a defense investment plan. 3. UK cost pressures eased, with food inflation falling to a 15-month low. 4. The UK savings rate declined due to increased spending on bills and outings. 5. The final reading of UK Q1 GDP growth was 0.6%, below the expected 0.60% and the previous reading. 6. According to The Times, UK Prime Minister Starmer will announce an additional £15 billion defense budget on Tuesday. The Prime Minister will unveil plans for a new generation of fighter jets, warships, and drones, along with his long-delayed ten-year defense investment plan. Japanese Yen: 1. The USD/JPY pair rose above 162 for the first time since December 1986. 2. Former Bank of Japan official Kenzo Yamamoto: The next interest rate hike may occur before December. 3. Japanese Chief Cabinet Secretary Minoru Kihara: Always prepared to take necessary action in the foreign exchange market. 4. Japanese Finance Minister Satsuki Katayama: Maintaining a "stable" stance; will not comment on specific foreign exchange levels; will respond appropriately to currency fluctuations as needed. Others: 1. Hong Kong Trade Development Council: Raised its 2026 export growth forecast for Hong Kong, expecting at least 20% growth. 2. China's National Bureau of Statistics: In June, the Manufacturing Purchasing Managers' Index (PMI) was 50.3%, up 0.3 percentage points from the previous month, returning to expansion territory. 3. Russian Central Bank Deputy Governor Zabokin: Will monitor fuel conditions and update our inflation forecast based on government measures. 4. South Korean stocks rose approximately 100% in the first half of the year, with the two tech giants, Samsung Electronics and SK Hynix, rising approximately 180% and 310% respectively. 5. Reserve Bank of Australia meeting minutes: Still prepared to raise interest rates if necessary, focusing on excess demand and a weak housing market. 6. Rising Indonesian bond yields attracted $1.2 billion in funding. 7. Saudi Arabia's net foreign direct investment (FDI) inflows fell 2.4% in the first quarter, reaching 23.1 billion Saudi riyals. 8. The International Monetary Fund (IMF) has reached a staff-level agreement on the seventh review of Egypt's Extended Fund Facility (EFF) and the second review of its Resilience and Sustainability Instrument (RSF). Upon completion of the reviews, approximately $1.5 billion in EFF funding and $136 million in RSF funding will be disbursed to Egypt.

Siemens Energy and Neptun Smulders Offshore Renewables were awarded a contract by German TSO 50Hertz to supply the grid-connection system for the North Sea Connector 2 offshore wind project in the North Sea. The partners will for the first time work with a German shipyard to construct a 2GW offshore converter platform that, when commissioned, can transmit up to 2GW of offshore wind power to shore.