美联储主席沃什：希望政策决策推动资产负债表调整。

China Index Academy says H1 policies continued to signal support for stabilizing the property market. It expects further supply- and demand-side support measures in H2, with policy focus on stabilizing expectations and promoting price stability. The institute forecasts the property market will keep a bottoming/repair trend in H2, with market divergence likely to deepen. For new-home sales, a relatively low year-ago base in 2025 should help narrow nationwide YoY declines in H2, but full market recovery will take time; ongoing launches of higher-quality projects in core cities and continued policy support will provide partial underpinning. On resales, transaction volumes in core cities are expected to remain stable, listings are stabilizing and improving supply–demand balance, and second‑hand home prices are likely to trade in a narrow range in H2.

Korean brokers, convened by the Korea Financial Investment Association on Tuesday, agreed in principle to tighten investor protections for single-stock leveraged ETFs tracking Samsung Electronics and SK Hynix. One proposal under discussion would raise minimum margin requirements from 10 mln won to 50 mln won, a fivefold increase aimed at curbing retail leverage. Firms also agreed to add age- and portfolio-targeted risk warnings, step up investor education on product structure and risks, and spread rebalancing and hedging trades more evenly across the trading day to reduce end-of-day market impact.