美联储在固定利率逆回购操作中总计接纳了4个对手方的2.78亿美元。

China's imports totaled 10.74 trillion yuan in 1H, the first time imports in the period exceeded 10 trillion, up 22.1% YoY and outpacing export growth by 8.7 percentage points, Customs deputy head Wang Jun said. Import growth contributed more to foreign-trade expansion and helped rebalance trade. China has been the world's second-largest import market for 17 consecutive years, with average annual import growth of 5.1% and its share of global imports rising from 7.9% to about 10%. Customs said actively expanding imports is a necessary policy; Beijing has implemented zero-tariff measures covering 63 countries and hosted international import, consumer and supply-chain expos. Imports from more than 150 countries and regions rose in 1H.

CITIC Securities says renewed U.S.-Iran tensions reflect fundamental flaws in the U.S.-Iran memorandum of understanding that make implementation difficult. The current stalemate carries a risk of becoming prolonged, characterized by failure to form a stable agreement, episodic fighting and intermittent disruptions to transit through the Strait of Hormuz. Markets typically expect this year’s U.S. midterm elections to restrain the Trump administration’s use of force, but CITIC notes that if the probability of Republicans losing the Senate remains low, political pressure on issues such as Supreme Court appointments, impeachment probes and election disputes will be limited — so markets may be overestimating the midterms’ constraining effect.