7月23日，DR007收盘下跌至1.3923%，实现四日连跌，但继续围绕政策利率1.4%波动。 注：短期货币市场利率如DR007，反映的是市场资金充裕程度。除了实体经济贷款利率，股市、债市等金融市场很多交易本质上是靠“贷款”加杠杆，贷款成本就取决于短期资金利率。DR007通常被视为中国短端利率锚。DR007与央行7天逆回购利率（政策利率）之间的差距就可以看出市场是否缺钱，DR007利率高于政策利率很多，说明市场缺钱，央行可能会出手投放流动性；反之说明市场资金非常宽松。

Nikkei reports the Bank of Japan intends to hold its policy rate at 1% at the July 30-31 meeting; a majority of the nine-member policy board is expected to vote to maintain rates. Board members broadly view financial conditions as accommodative and acknowledge a case for further rate hikes to stabilise inflation, but many say there is no urgency to act. Some members had pushed for a follow-up increase in July after June’s hike; the BOJ is closely monitoring the effects of June’s move amid Middle East tensions and oil-price inflation risk. The committee may raise its fiscal 2026 median real GDP growth forecast from April’s 0.5% as economic conditions have improved — alternative Middle East oil supplies have increased, corporate output concerns have eased, and AI-related sectors have outperformed expectations, supporting growth.

据以色列广播局：以色列空军提升警戒状态。