CNN reports the UK government is withdrawing diplomatic staff from Iran.

US Dollar: 1. The White House is reportedly considering using the SVB report to dismiss Federal Reserve Governor Barr. 2. Trump: Expects a federal government shutdown in September. 3. Indonesian Central Bank Governor: Expects the Federal Reserve to raise interest rates earlier than planned in the fourth quarter of 2026. Euro: 1. The European Central Bank will announce its interest rate decision tonight. The market widely expects no change at this meeting, with another rate hike in September. Pound Sterling: 1. It is reported that Burnham has withdrawn his proposal to raise the UK personal income tax threshold. Japanese Yen: 1. A weaker yen exacerbates inflation risks; the Bank of Japan remains open to accelerating the pace of interest rate hikes. 2. Deutsche Bank: Japan's policy focus may shift from "protecting the yen" to "controlling yields." 3. The yen's trade-weighted index has fallen, indicating a broad weakening. 4. Japanese Finance Minister Satsuki Katayama: Prepared to take decisive foreign exchange action if necessary. 5. Reuters poll: 86% of economists expect the Bank of Japan to raise interest rates by 25 basis points to 1.25% by the end of the fourth quarter, slightly higher than the 79% in the June survey. 6. Reuters poll: 70% of economists expect the Bank of Japan to raise interest rates to at least 1.50% in the second quarter of 2027; 51% of respondents believe 1.50% is the terminal rate. Korean Won: 1. South Korean Presidential Office: Believes the US may impose additional tariffs under Section 301. Other: 1. Indonesian Central Bank Governor: Expects global economic growth to remain at 3.0% in 2026. 2. Indonesian Central Bank maintains interest rate at 5.75% and will continue to take measures to ensure the stability of the Indonesian Rupiah. 3. Ghana's benchmark interest rate remains unchanged at 14%. 4. World Bank warns that continued conflict between the US and Iran could reduce global economic growth to 1.3%. 5. Australia's employment surged by 76,300 in June, far exceeding market expectations, while the unemployment rate remained stable at 4.4%.

Hyundai Motor: Genesis production disruptions were caused by parts suppliers.