美聯儲半年期報告：金融系統保持“穩健和有韌性”，脆弱性未發生變化。

國際金融協會：6月非居民投資者從新興市場投資組合中淨撤出178億美元，主要受股票大規模流出拖累。

Jefferies analysts say European equities warrant reappraisal given the continent’s technology strengths. Higher social acceptance of AI in many European countries than in the US could allow Europe to capture AI-driven productivity gains; Europe’s large financial and industrial sectors should benefit from reforms aimed at encouraging investment. Heavy European investment in Africa gives listed European companies direct exposure to African growth. Jefferies sees these factors as a credible diversification case for investors.