印度央行行长：尽管预计整体通胀将上升，但主要是由于供应端压力。

Severe rain and floods in Liaoning and Jilin prompted the national disaster reduction committee to activate a national level‑4 emergency response. Based on the emergency plan and assessed losses, CHINA STATE PLANNER, after an initial emergency central‑budget allocation of 60 mln yuan on July 14–15, has added 300 mln yuan to support post‑flood emergency recovery in the two provinces to restore normal production and daily life. CHINA STATE PLANNER will continue tracking progress, direct Liaoning and Jilin development and reform commissions to allocate funds to recovery projects, accelerate construction, strengthen supervision and ensure effective use of central budget funds.

US equities rallied overnight—Dow hit a record and the Nasdaq rose about 2%—but internals show a split between headline gains and defensive positioning. Benzinga reports the move was driven by dip-buying in previously oversold tech leaders and lower oil easing inflation fears. The CNN Fear & Greed index remains neutral-to-fearful, indicating limited broad risk appetite. Morgan Stanley strategists warn elevated long‑end US Treasury yields continue to physically squeeze high‑valuation stocks. Bernstein analyst Douglas Harned says investors remain highly cautious about returns from tech giants' large AI capex.