韓國5月工業產出年率 -0.9%，預期3.6%，前值由1.50%修正爲1.5%。

Former Bank of Japan executive Kenzo Yamamoto said the next BOJ rate increase is likely to occur before December, sooner than the December move most economists expect. He pointed to a BOJ measure of potential inflation excluding fresh food and state aid that has averaged about 3% over the past four years, above the 2% target. By contrast, Japan’s core CPI excluding only fresh food was 1.4% in May, a level Yamamoto attributed largely to Prime Minister Sanae Takaichi’s cost-of-living relief measures; the BOJ says price trends remain slightly below 2%. Yamamoto added he would be concerned if the BOJ treated the potential-inflation measure as unreflective of price trends and said policy should shift toward reining in inflation.

The yen fell to a 40-year low versus the dollar, and a rebound in US tech lifted Wall Street, leaving stock-index futures pointed to a higher open in Tokyo; the S&P 500 rose overnight and related futures were steady, while chip stocks bounced after their worst week since April 2025. The weaker yen is boosting exporters’ profits and helping Japanese equities hit record highs but is raising import costs, straining households and increasing political pressure on PM TAKAICHI. After the currency breached a key level, traders are watching for intervention. Monex FX trader Andrew Hazlett said intervention would be imminent if the move is not corrected quickly, but warned that unless rate differentials are addressed, intervention would be "only a temporary fix."