日本央行審議委員田村直樹：從負債角度來看，日本央行必須審視其資產負債表的適當水平。

泰銖兌美元跌至自2025年5月以來的最低水平，此前泰國央行維持利率不變。

Goldman Sachs' China macro team says Chinese household asset allocation is in the early stage of a structural shift. With real estate's role in wealth accumulation waning and deposit rates low, savings may gradually reallocate into broader financial assets; equities and insurance are likely mid-term beneficiaries. Equities currently account for under 10% of household assets, implying substantial room for further reallocation. The bank cautions the adjustment will be uneven—household risk appetite remains cautious and financial wealth is unevenly distributed—so change is unlikely to be linear or broad-based. If household confidence stabilizes and capital market returns prove attractive, equities could take a larger share of new household savings.