匈牙利总理毛焦尔：匈牙利将推出基于家庭收入的开学补助，每年财政支出约为400亿福林。

DALY said inf should begin to slow but the economic outlook is highly uncertain. The Fed is maintaining a modestly restrictive stance, which she said should help reduce inf. She said spring tariffs and oil-price increases after U.S.-Iran hostilities pushed up inf, welcomed the retreat in oil-driven pressure after a ceasefire, but warned it’s unclear how the economy will evolve. DALY outlined scenarios that could require different Fed responses and said the Fed may need to act more forcefully if inf remains persistent, while stressing the Fed must not change its dual mandate of maximum employment and price stability.

China International Capital Co said markets began to wobble in mid‑May and staged a partial recovery in early June but remain below prior peaks. Hot thematic sectors show high cumulative gains and crowding, and style rebalancing has gained traction. Internationally, transit through the Strait of Hormuz has eased crude supply disruption and pushed WTI toward about $70/bbl, easing upward pressure on global inflation; however Kevin Warsh's policy stance continues to intermittently influence US monetary expectations. Domestically, the A‑share market is entering interim‑results season; stronger July–August results are expected to support indices, CICC says prior volatility and rapid style rotation may be waning, and interim earnings should progressively become the main investment focus.