1. 创6年新高，深圳写字楼上半年成交量大增103%。 2. 国务院：因城施策增加改善性住房供给，持老旧房屋适老化改造和智能化升级。 3. 广州楼市上半年成交超8.4万套，一手均价同比涨4%。 4. 贝壳：深圳7月上旬二手房成交创近六年新高，同比增长20%。 5. 福州两幅住宅用地取消出让，第五次土拍缩至11幅。 6. 成都拟调整住房公积金租房提取额度。 7. 国金证券：二手房实时成交热度不减。 8. 深圳福田河套公馆587套人才房启动配售，均价约4.85万元/平方米。 9. 富力地产：因未履行70.30万元支付义务被列为失信被执行人。 10. 华润置地前6月合同销售1165亿元，经常性收入264.7亿元。 11. 韩国政府启动为期三天的房地产政策研讨。

US June headline CPI m/m (seasonally adjusted) — prior +0.5%, consensus -0.1%. Major houses including Citigroup, J.P. Morgan, Deutsche Bank, Barclays, HSBC, Morgan Stanley, Moody's Analytics, Nomura and Standard Chartered mostly forecast -0.2% m/m. ABN AMRO, ANZ, Bank of America, Goldman Sachs, Danske and ING expect -0.1%. BNP Paribas, Capital Economics, Sumitomo Mitsui and Lloyds see 0.0%; Scotiabank projects +0.1%; one small shop sees +0.3%. US June core CPI m/m (seasonally adjusted) — prior +0.2%, consensus +0.2%. Most firms (ABN AMRO, ANZ, Citigroup, Deutsche Bank, Goldman Sachs, HSBC, J.P. Morgan, Morgan Stanley, Moody's Analytics, Nomura, Oxford Economics, TD Securities) forecast +0.2% core m/m. Bank of America, Capital Economics, ING, Sumitomo Mitsui, Danske, Scotiabank, Standard Chartered, UniCredit and Banco Santander expect +0.3%. BNP Paribas stands out at +0.4%.

委内瑞拉首席经济顾问：我们正在将地震带来的经济影响纳入债务重组计划中。