DALY: US housing inflation is declining.

Tesla (TSLA.O) Q2 deliveries 480,126 vehicles vs. market estimate 402,776; Q2 production 451,758 vehicles.

Japan's Ministry of Finance is moving away from advance warnings of FX intervention and toward sudden, targeted operations to punish speculative yen shorts and raise the cost of betting against the currency, people familiar with the matter said. Officials are avoiding public 'line-in-the-sand' exchange-rate thresholds, increasing the risk of abrupt intervention prompted by the buildup of speculative short positions rather than by breaches of publicly cited levels. The MOF's approach, together with sustained hawkish rhetoric from the Bank of Japan, suggests coordinated action to deter yen shorting.