1. 上半年沪二手房市场成交14万套，同比上涨12%。 2. 起步价2000万的杭州豪宅成交量创十年新高。 3. 6月20城二手房成交量同比增长近13%。 4. 深圳6月一二手住宅网签8878套，同比增长14.2%。 5. 深圳上半年共成交6宗涉宅地，总出让金291亿创近十年新高。 6. 招商蛇口上半年签约销售962.45亿元，6月新增两宗宅地。 7. 万科A：深铁集团11.4亿元借款进展，已与深铁集团签署质押协议。 8. 保利置业上半年预亏7亿至8亿元，完成合约销售额232亿元。 9. 碧桂园上半年权益合同销售额142.5亿元，销售面积183万平米。 10. 特朗普：在签署选举法案前，不会签署住房法案。

The yen briefly hit its weakest level since 1986. More market-relevant than the level is that Japan has exhausted conventional policy levers yet the currency kept weakening: 1) rate hikes failed to stop the decline; 2) record defence spending did not support the yen; 3) repeated official warnings and calls for decisive action had no effect; 4) stabilising oil prices did not arrest depreciation. The common failure points to constraints in the global dollar funding system. When that system functions normally trade and credit expand, allowing currencies like the yen to appreciate; when it is strained, dollar scarcity hits economies exposed to global trade and dollar-priced imports regardless of domestic central bank policy.

美国5月工厂订单月率将于十分钟后公布。