日本央行：計劃在7月至9月期間每月兩次購買1000億日元的10至25年期日本國債（此前爲每月三次購買800億日元）。

XTB analyst Kathleen Brooks said a US‑Iran peace agreement to end the Middle East conflict and reopen the Strait of Hormuz would pressure oil prices lower and ease inflation risks. The development arrives ahead of the Bank of England's rate decision; investors broadly expect the policy rate to remain at 3.75%. Markets will watch voting splits and BoE communication for signals on future moves. London Stock Exchange data shows markets have fully priced a 25bp hike in December.

TrendForce says memory vendors’ capacity plans are shifting toward HBM and high-layer 3D NAND, squeezing mature-node capacity used by NOR Flash and SLC SLC NAND. With demand stable, cumulative contract prices for both products rose over 100% in 1H 2026; suppliers have no major expansion plans, and TrendForce expects H2 prices to climb further as supply tightness persists.