Israel's seasonally adjusted Q2 GDP rose 15.4% at an annualized rate, the Israel Central Bureau of Statistics said on Sunday, outpacing the Bloomberg median forecast of 8.3% from eight economists. Q1 GDP was revised to a 2.2% contraction. Goods and services exports led the rebound, up 35.2%; government consumption rose 19.5%, private consumption 14.7% and fixed capital formation 6.3%. Mizrahi‑Tefahot Bank chief strategist Yonie Fanning said before the release the economy is expected to see a "ra

CITIC Securities says global tech deleveraging largely ended in late July, enabling overseas tech to recover first as macro constraints eased and industry momentum was validated; market pricing has shifted from liquidity toward fundamentals. A-share tech lags due to trade crowding and financing pressures from prior rapid gains, not a reversal of industry trends. History shows funding structure affects rhythm while mid‑term direction is set by earnings realization. Compute-industry chain demand remains resilient and the A-share tech repair is ongoing. Recommended positioning: prioritize core assets with high fundamental visibility; monitor innovative drugs and industrial metals.

Egyptian President Sisi and Kushner confirmed the need to resolve the current regional crisis and reiterated that parties must commit to fulfilling their obligations under the Gaza ceasefire agreement.