在路透社报道日本没有计划改变GPIF目标配置后，美元/日元上涨25个点，现报162.26。

Jefferies global economist Mohit Kumar says the Middle East is now more volatile than before the conflict began. Jefferies remains short-term optimistic that a solution could allow oil to flow and cap price increases. Kumar adds that the upcoming US midterm elections—along with the risk of losing control of the Senate (and possibly the House)—constrain President Trump and may make him more willing to accept some form of agreement before the vote to control oil prices.

According to a Luotu Technology report, branded finished-set TV shipments in mainland China totaled 14.947 mln units in 1H 2026, down 10.1% YoY. Q1 shipments were 8.065 mln (-8.8% YoY) and Q2 were 6.882 mln (-11.6% YoY). Shipments have fallen YoY for five consecutive quarters since Q2 2025.