英國5月央行消費信貸 16.62億英鎊，預期18億英鎊，前值由18.59億英鎊修正爲17.13億英鎊。

Japan has drafted a blueprint targeting annual real GDP growth of more than 1% and nominal growth of 3% by 2040, roughly double its five-year average. The plan projects cumulative public and private investment above ¥370 trillion (about $2.29 trillion) by FY2040, an annual private-sector capex target of about ¥230 trillion and a GDP level near ¥1,100 trillion. The blueprint centres on strategic public‑private partnerships and directed support for industries the government views as critical to long-term competitiveness to address chronic underinvestment. The government urged the Bank of Japan to maintain growth‑friendly interest‑rate settings, signalling a preference for lower financing costs and raising the prospect of policy friction as the BOJ cautiously withdraws from ultra‑loose policy.

Nomura’s global FX strategy team says rising market vigilance about possible Japanese intervention is capping USD/JPY gains. They caution the sample is extremely limited but note past episodes — including 2022 and 2024, when Japan intervened twice in a single year — imply the odds of Ministry of Finance intervention increase as USD/JPY approaches the 163 level.