美联储理事库克：消费者信心低迷与多种因素有关，包括高通胀。

A senior ruling-party LDP official said Japan's BOJ ETF holdings could be used to help fund a planned cut in the food consumption tax, signaling the central bank's large equity holdings are becoming a political target. Prime Minister Takaichi has ruled out financing the tax cut with new debt and seeks non-tax revenue to fill an estimated annual shortfall of about 5 trillion yen (≈$31.7bn). Daishiro Yamagiwa, deputy head of the LDP tax research council, said proceeds from selling the BOJ's roughly 37 trillion yen of ETF holdings could be considered. At the BOJ's current disposal pace of about 330 billion yen a year, Yamagiwa noted it would take roughly a century to liquidate the position and suggested accelerating sales while equity prices are high. The BOJ says it is selling ETFs gradually to avoid disrupting the stock market.

1、沪深两市8月5日总成交量为2.66万亿，从年内波动区间下端反弹，初步站上20日均线（2.5万亿），为7月10日以来首次。 2、8月5日衡量A股杠杆水平的融资买入额占A股流动市值之比升至7.92%，在一年波动区间下限上方徘徊，年内一直围绕着10%波动，但5月以来波动明显加剧。 -------- 注：1、两市成交量反映了各大机构、游资、广大散户对A股看法，高于均线代表总成交量升高，市场情绪偏乐观，低于均线代表总成交量下降，市场情绪降温。 2、2015年以来，A股杠杆水平大部分时候维持在6%-10%，杠杆率超过10%意味着市场活跃度较高，可能接近或者处于牛市。达到15%以上意味着市场有过热风险，需要警惕风险。