Taiwan June M2 money supply YoY 8.13%, prior 7.83%.

Eugene Leow, senior rates strategist at DBS Group Research, said investors will closely watch the US-Japan short-end rate gap after media reports the Bank of Japan is open to faster tightening. He noted the one-year USD vs JPY rate spread has widened since early 2026 as markets shifted from pricing Federal Reserve cuts to hikes while Japanese rates have moved far more slowly. Leow added: "Assuming the Federal Reserve's hawkish stance persists, investors would likely need to see the Bank of Japan willing to speed hikes to 25bp per quarter to narrow the widening gap."

法國7月INSEE商業信心指數 97，預期95，前值由94修正爲95。