Australia June seasonally adjusted ANZ total job ads MoM -0.2%; prior +1.80%.

China A-shares opened higher, slid and then recovered into the noon break. At midday the Shanghai Composite rose 0.08%, the Shenzhen Composite fell 0.36% and the ChiNext index fell 0.51%; the STAR 50 Index gained 1.96%. Combined turnover on Shanghai-Shenzhen was 2.21 trillion yuan, up 146.6 billion yuan on the prior session. Decliners outnumbered advancers by more than 3,500 stocks. The memory-chip sector staged a V-shaped rebound: Gailun Electronics hit the daily limit and names including Huada Jiutian, Shenghe Jingwei, Weice Technology, Jiangbolong and Huahong Hongli rallied over 10%. Innovative-drug names outperformed, with Ganli Pharma, Huahai Pharma and Luoxin Pharma at limits and Shouyao Holdings, Sanyuan Gene, Chengda Pharma and Hotgen Bio up more than 10%. Cultured-diamond stocks were active (Huanghe Whirlwind at limit; Guoli Electronics, Huifeng Diamond +10%+). Titanium dioxide, pork, dairy and fertiliser sectors were among the gainers. Weakness concentrated in rare-earth permanent magnets (Hengdian Dongci, Lingyi Zhizao, Yingst down), glass-substrate plays (Hongxing Development, Laibao Hi‑Tech, Woge Optoelectronics, Rainbow) and in fiber, PCB and commercial-space concepts.

US Dollar: 1. Trump emphasized "American exceptionalism" in his speech celebrating the 250th anniversary of American independence. 2. US Treasury Secretary Bessant: Under President Trump's leadership, we are moving towards unprecedented economic growth, the enduring dominance of the dollar, and sound and strong fiscal policy. Euro: 1. The European Central Bank's T2 payment system resumed operation after a brief outage. 2. ECB Governing Council member Mourinho: Inflation data is positive, and the central bank is in a "favorable position." 3. Germany plans to increase its borrowing scale in 2027 due to lower-than-expected tax revenue. 4. ECB President Lagarde: Nearly 30 applications have been received to use the ECB's repurchase facility. 5. ECB Governing Council member Machrouf: The ECB has an absolute determination to achieve its 2% inflation target. 6. ECB President Lagarde will make a rare personal appearance at this week's EU Economic and Fiscal Affairs Council meeting. 7. French Finance Minister Lescourt: A French budget is likely to be drafted next year, and every effort will be made to bring the deficit as close to 5% as possible. 8. ECB Governing Council member Nagel: The recent decline in energy prices was unexpected, and the situation remains volatile. The ECB should remain vigilant and flexible. Pound Sterling: 1. UK Prime Minister candidate Burnham: Confirmed there will be no early general election. 2. Bank of England Governor Bailey: The Bank of England seeks to achieve its inflation target without harming output. Yen Yen: 1. Japanese Chief Cabinet Secretary Kihara Minoru: Closely monitoring market developments with a high degree of urgency. Appropriate foreign exchange actions will be taken as needed at any time. 2. Japan's largest trade union federation (RENGO): Average wages provided by companies increased by 5.01%, lower than last year's 5.25%. 3. Japan Government Pension Investment Fund (GPIF): Investment income reached 41.4 trillion yen in the fiscal year ending in March, with a return on investment of 16.47%, significantly higher than the 0.71% of the previous fiscal year. Korean Won: 1. South Korea plans to establish a future fund using tax revenue from the semiconductor industry. 2. South Korea officially launched a 24-hour non-stop trading mechanism in its foreign exchange market. 3. The Bank of Korea warned that leveraged ETFs for Samsung and SK Hynix could exacerbate market volatility. 4. South Korea stated it will prepare for foreign exchange inflows from SK Hynix ADRs. 5. South Korean Finance Minister Koo Yoon-cheol: The government will continue to work to improve foreign investor access to the country's financial markets. Other: 1. Brazilian Finance Minister: Government credit measures will not weaken monetary policy. 2. The Reserve Bank of New Zealand's shadow committee narrowly supported keeping interest rates unchanged in July. 3. Thailand's Ministry of Commerce: Thailand's overall CPI is expected to rise further, with the overall inflation rate projected to be 2.79% in the third quarter. 4. Reuters poll: Of the 28 economists surveyed, 22 expect the Reserve Bank of New Zealand to raise interest rates by 25 basis points on July 8. Of the 26 economists surveyed, 14 expect the Reserve Bank of New Zealand to raise rates by another 25 basis points by the end of September, bringing the final rate to 2.75%.