英國央行貨幣政策委員曼恩：下半年的數據對我來說將特別重要。

RBC BlueBay Asset Management analyst Russell Matthews said a coordinated US-Japan FX intervention to lift the yen is unlikely for now, as relatively stable core government bond yields reduce US willingness to act. He warned sustained yen weakness could provoke larger moves in Japanese government bond yields — 10-year JGBs approaching 3.0% — with potential spillovers to USTs and global sovereigns that would increase the case for coordinated intervention. The firm remains neutral on the yen; Matthews added Tokyo's interventions appear "increasingly random and sporadic."

China A-share gear reducer sector posted a brief surge; Shaoneng hit the daily limit, Hongchang Technology and Shengde Xintai rose more than 10%, and Ruidi Zhiju, Yuxin Electronics, Guangyang, Fengguang Precision and Yishi Precision also advanced.