Rabobank analyst Jane Foley says the Bank of England is unlikely to raise rates this year and persistent political uncertainty would weigh on the pound. She said the BOE would only vote to tighten if there is clear evidence that sustained high energy prices are generating second‑round inflation. Potential next prime minister Andy Burnham has pledged to follow fiscal rules but left funding plans unclear; Foley warned political uncertainty could hurt business confidence, investment and growth. EUR

Data show year-to-date broad-based ETF assets have continued to decline; no single ETF in the market currently exceeds 100 billion yuan. The largest equity ETF is the Huatai-PineBridge CSI 300 ETF at 98.92 bln yuan, followed by ChinaAMC Sci‑Tech Innovation 50 ETF 66.78 bln, E Fund CSI 300 ETF 63.59 bln and Harvest Sci‑tech chip ETF 60.75 bln. By end-2025 the market’s total ETF assets had topped 6 trillion yuan; the largest single ETF was above 400 bln yuan and seven ETFs exceeded 100 bln yuan, all equity products.

On June 30, 2026, a Central Organization Department official attended a leadership meeting of the State Council’s State-owned Assets Supervision and Administration Commission (SASAC) and announced the central decision appointing Cheng Fubo as SASAC Party secretary.