据AXIOS：乌克兰总统泽连斯基向特朗普请求在冬季之前提供300台爱国者拦截系统。泽连斯基称，美国特使可能在未来两周内访问基辅。

China Federation of Logistics and Purchasing reported on the 29th that 1H total social logistics reached 181.1 trillion yuan, up 5.1% YoY — 0.4 percentage point above GDP growth. Quarterly growth was 6.2% in Q1 and 4.4% in Q2. The federation said logistics demand continued to expand and support economic growth.

D.A. Davidson's co‑CIO and head of investment management and research said that since the Fed's last meeting inflation has moderated and job growth has been modest, but a July escalation in US‑Iran military tensions has disrupted those trends and could reverse the overall inflation progress seen in June. The Fed must assess whether core inflation is sustainably lower; if higher inflation expectations are forming, it should raise rates in July rather than wait until September, since delaying could invite political criticism ahead of the midterm elections.