高盛：若產量超出預期，且在零售燃油價格高企的背景下需求復甦緩慢，布倫特原油價格年底可能跌至60美元區間。

US June unadjusted CPI YoY 3.5% (prev 4.2%), market expected 3.8%. June seasonally adjusted CPI MoM -0.4%, the largest monthly drop since April 2020.

The Financial Services Commission (FSC) will expand the Public Growth Fund's operating scale from 150 tln won to 200 tln won and widen its investment scope to include aerospace and other strategic industries. Annual operating capacity will rise from 30 tln won to 40 tln won, for a targeted 200 tln won total over the next five years. The eligible universe will be broadened beyond the current 12 high‑tech sectors—semiconductors, displays, AI, biotech, vaccines, robotics, future mobility, defense, secondary batteries, hydrogen, critical minerals and content—to include aerospace; long‑term growth capital will be concentrated on semiconductors, AI data centers (AIDC) and Physical AI.