South Korea July PPI YoY 7.7%; prior reading revised to 8.5% from 8.60%.

Despite record income tax receipts, UK government borrowing in July rose year‑on‑year as spending increases outpaced higher receipts, the ONS said. The government budget deficit for July was £1.8 billion, up £0.7 billion from July 2025. Fiscal‑year‑to‑date borrowing stands at £56.7 billion, down £6.0 billion year‑on‑year but £2.3 billion above the Office for Budget Responsibility’s forecast.

美联储穆萨莱姆：超级厄尔尼诺可能是下一个供应冲击。