伊朗议会国家安全委员会：调解方正在协助恢复伊朗与美国之间的谅解备忘录，各方就所有问题交换了意见。

CITIC Securities says having missed this round’s rate-hike window, US equity valuations face near-term pressure regardless of whether the Fed hikes in September; medium-to-long term, realized rate hikes could relieve valuation suppression. The Productivity and Employment Task Force’s positive tilt toward AI supports a durable US AI narrative. At the July 29 FOMC the Fed held for a fifth meeting; three voters supported a 25bp increase, signaling publicized internal divisions and a market split of short-end dovishness versus long-end hawkishness. Rising inflation expectations are capping the dollar and may open a window for Japan MOF FX intervention. Strong growth in CSP cloud businesses partially eases concerns about the sustainability of AI’s large capex. Rate-sensitive sectors, high-valuation/low-growth segments and small caps are under pressure; the next potential liquidity pivot is Jackson Hole at end-August or the September policy meeting.

South Korea declared a nationwide heat emergency on Sunday as temperatures hit record highs in the southeast. The Korea Meteorological Administration issued a severe heat warning for southern regions at 1:00pm local time. Yangsan in South Gyeongsang province recorded 42.5°C (108.5°F), the highest reading since observations began in 1904. Prime Minister Han Seong-sook ordered agencies to rapidly inform the public using all available channels, including public broadcasting, emergency SMS, electronic signage and village loudspeakers. The Interior Ministry will dispatch bureau-level officials to the Seoul metropolitan area, South Gyeongsang and other southern regions to oversee operations, evaluate local heat-response measures and identify needs for additional support.