歐元區6月經濟景氣指數 95，預期94.3，前值由93.5修正爲93.7。

Goldman Sachs analysts Timothy Moe and John Kwon say a 1 percentage-point increase in the combined weight of Samsung and SK Hynix in Korea’s benchmark equity index could prompt roughly $2 billion of foreign selling, citing US Investment Company Act diversification thresholds. GS warns that heavy inflows into leveraged ETFs, rising options activity and increased retail margin usage have created structural liquidity fragility that can produce daily price moves well beyond corporate fundamentals. Korea’s asset-management growth since last year has been driven mainly by investment returns rather than new inflows, increasing mechanical institutional exposures often tied to hedges; even a modest market pullback could therefore trigger cascades of forced selling.

Japan May inventories, MoM -0.6% vs -0.3% prior.