South Korea June imports +30.1% YoY, vs 26.3% expected; prior reading revised to +20.7% from +20.8%.

Daiwa Securities economist Yutaro Suzuki says the BOJ’s Tankan signalled firms expected sentiment to worsen over the next three months, but the latest survey likely under‑states the impact of recent US‑Iran peace talks. A BOJ official said about 70% of respondents submitted their replies before the agreement. Suzuki expects the September Tankan could show cross‑sector improvement as Middle East developments are incorporated into expectations.

TASNIM News cites sources saying Israeli forces carried out an explosive attack in southern Lebanon.