日本民主党干事长铃木俊一：首相高市早苗提到，需要在不依赖弥补赤字国债的情况下确保销售税减税资金来源，以维护市场信任。

The Fed's preferred inflation gauge, the PCE price index, fell 0.1% MoM in June — the first monthly decline since 2020 — supporting the Fed's decision this week to hold rates unchanged. Headline PCE slowed to 3.7% YoY from 4.1%. Core PCE (excluding energy) rose 0.1% MoM, below expectations, and eased to 3.3% YoY from 3.4%. The June cooling was driven mainly by lower oil after a fragile US‑Iran temporary ceasefire opened space for peace talks. It remains unclear whether inflation will continue to retreat. The PCE gauge has stayed above the Fed's 2% target for the sixth consecutive year.

Fed chair Kevin Warsh: The Treasury market also appears to be signaling that.