【今日重点关注的财经数据与事件：2026年8月3日 周一】 ① 09:45 中国7月RatingDog制造业PMI ② 14:30 瑞士7月CPI月率 ③ 15:50 法国7月制造业PMI终值 ④ 15:55 德国7月制造业PMI终值 ⑤ 16:00 欧元区7月制造业PMI终值 ⑥ 16:30 英国7月制造业PMI终值 ⑦ 21:45 美国7月标普全球制造业PMI终值 ⑧ 22:00 美国7月ISM制造业PMI ⑨ 22:00 美国6月营建支出月率

Dongwu Securities says U.S. consumer credit delinquency rates have risen since the pandemic, with auto-loan and credit-card delinquencies near historic highs. The firm attributes much of the headline rise to technical factors — changes in statistical coverage and credit-rating migration — which amplify measured delinquency severity; alternative metrics such as new-delinquency (new-roll) rates do not show a broad, sustained deterioration in U.S. household credit. Still, Dongwu warns of persistent structural risk concentrated in subprime borrowers and lower-income households, leaving the lower end of a K-shaped recovery as a continuing vulnerability until full economic rebound.

Kumamoto prefectural government said on Aug 2 the death toll from the July 28 earthquake has risen to 38, including fatalities still under investigation for links to the quake.