淡马锡CIO：在波动的市场环境中，私募信贷表现良好。

China's National Bureau of Statistics said June factory-gate prices: producer goods (production materials) fell 0.3% MoM, cutting the overall PPI by about 0.25 percentage point. By sector, mining prices were down 0.9% MoM, raw materials down 1.2%, and manufacturing up 0.2%. Consumer goods (living materials) fell 0.3% MoM, reducing the headline PPI by about 0.06 percentage point; food was down 0.8%, clothing and durable consumer goods were flat, and everyday consumer goods fell 0.1%.

Axios reported Citadel Securities CEO Ken Griffin told a private meeting Wednesday he would back Marco Rubio if the 2028 Republican primary pits Rubio against Vice President Vance. Griffin, one of the party’s largest political donors, gave more than $100m in 2024. His comments highlight an intra-party split: establishment backers coalescing around Rubio versus anti-establishment factions favoring Vance, in part because Vance opposes deeper U.S. involvement overseas. Griffin said he has backed Rubio before and would lean to do so again but did not specify how he would help; Rubio has said he would yield to Vance if Vance ran.