Samsung SDI reported Q2 operating profit of 204 billion won, returning to profitability.

Galaxy Securities says July domestic fresh milk prices rose 0.3% YoY, the first positive reading in nearly five years, indicating a gradual supply–demand rebalancing. Raw milk prices began rising in March, reinforcing signs of a cyclical trough and recovery. Given current milk-source structure and downstream demand rebound, Galaxy expects the post-turn growth path may mirror 2016 — a modest, gradual uptrend — which should ease downstream competition, reduce impairment losses and support earnings recovery at related listed companies.

美国白宫国家经济委员会主任哈塞特：我们信任美联储主席沃什的判断。