June ISM manufacturing index fell 0.7 points to 53.3, marking a sixth consecutive month of expansion and remaining near a four‑year high; readings above 50 indicate expansion. The sector is in its longest expansion run since 2022. The ISM prices‑paid subindex dropped 9.1 points to 73 — the largest monthly decline since July 2022 — as war-driven input‑cost pressures eased after a temporary US‑Iran agreement pushed oil prices sharply lower.

Euro-area inflation eased to 2.8% in June, below a Refinitiv survey forecast of 3% and down from 3.2% in May. The decline eases price pressures linked to the Iran war and is a positive for the ECB as it seeks to curb inflation. The ECB raised rates 25bp to 2.25% last month — its first hike since 2023 — and June marked the fourth consecutive month above the ECB's 2% medium-term target. Prior to the data, swap markets had been pricing another 25bp ECB hike by year-end.

法国汽车行业组织PFA：法国6月份新车注册量同比增长11.37%，达到188,787辆。