US Dollar:
1. US July CPI inflation data was moderate, reducing the probability of a September rate hike in the bond market to around 40%.
2. The US budget deficit surged in July, reaching its highest level since March 2021.
Other:
1. The UK economy maintained growth in the second quarter, but is expected to weaken in the second half.
2. The State Bank of Vietnam warned that a $77 billion funding gap could jeopardize financial stability.
3. Mexico seeks to reduce US tariffs on North American automobiles in trade negotiations.
4. South Korea increases real estate financing support and eases restrictions on youth home purchases to stabilize the housing market.
5. Reserve Bank of New Zealand survey: New Zealand's average one-year inflation expectation for the third quarter is 2.6%.
6. The Japanese government reportedly supports a faster rate hike by the central bank, with the next move likely in September or October.
7. Reserve Bank of Australia Assistant Governor Kent: Monetary policy is currently contractionary. If inflation risks materialize, interest rates may rise further.
