美联储：工作组负责人包括多位前全球央行行长，包括金、拉詹、弗拉加以及前美联储理事斯坦。

市场消息：SK海力士将美国存托凭证（ADR）发行指导价定为每股149美元，较韩国收盘价溢价3.1%。

After a rare zero issuance in Q1, Chinese banks' Tier-2 perpetual bond issuance accelerated sharply in Q2, exceeding CNY1 trillion in aggregate. Issuance has concentrated with large state-owned banks as the dominant issuers while small- and medium-sized banks have slowed issuance amid downward pressure on capital adequacy ratios. Smaller banks are pursuing alternate recapitalization channels—convertible-bond conversions, injections via local government special bonds and other innovative tools are accelerating. Market participants say the issuer split reflects credit stratification and a reworking of regulatory logic, highlighting more granular risk pricing and the urgency for smaller banks to both raise capital and improve asset quality.