Volkswagen CFO says product momentum should drive a sharp improvement in Audi's profits in H2.

Three sources said the Bank of Japan may keep a warning that consumer inflation could exceed its 2% target at next week’s policy meeting, while indicating risks have not risen materially since three months ago. The quarterly Outlook Report is expected to flag ongoing inflation risks from the Middle East conflict, strong global AI-driven demand and higher import costs from a weaker yen. Officials judge the worst-case scenario — severe supply disruptions triggering rapid tightening — less likely than three months ago. Wording used in June that flagged a potential upward deviation of consumer inflation from the 2% target is likely to remain. Sources said attention has shifted from a short-lived oil shock to how far firms will continue to pass rising costs to households, a factor for timing any future rate move.

英国6月季调后零售销售年率 4.2%，预期2.3%，前值由3.20%修正为3.5%。