摩根大通正放宽对近期上市公司员工和早期投资者所持股票的抵押贷款政策，其通常政策是不接受过去135天内上市的公司股票作为抵押品。内部人士预计，当Anthropic上市时，该行可能也会采取类似的策略。

泰国工业联合会：7月汽车产量同比增长6.12%（6月为下降7.55%）。

Even as Europe's heatwave fades, asset managers are reassessing how climate change will affect portfolios. Pictet Asset Management reports a surge in client queries on risks and opportunities from extreme heat. Nuveen says the impact of European drought will soon begin to show up in corporate credit spreads. Rathbones fund manager David Harrison prefers companies exposed to climate solutions and grid infrastructure. BloombergNEF finds references to extreme heat in recent corporate filings at a record high, and mentions of the Rhine and water levels on earnings calls at the highest levels since 2018.