美联储威廉姆斯：2%的目标是合适的，不想改变目标。

Nick Timiraos said June CPI gave Fed chair Kevin Walsh room entering a two-day congressional testimony, his first Hill appearance since April confirmation. Softer-than-expected inflation allows Walsh to stick to his written testimony, avoid fresh forward guidance and protect FOMC consensus without being boxed in. Timiraos notes Walsh favors responding to data rather than pre-feeding markets; he can endure lengthy questioning while using prepared language on tariffs, AI investment and whether policy remains restrictive — stressing price stability — which reduces the likelihood the hearings produce new market-moving policy signals.

中国6月规模以上工业增加值同比 5.3%，预期4.7%，前值4.50%。