俄羅斯諾里爾斯克鎳業確認2026年鎳和鈀的產量預測。

Market strategists warn a decline in Prime Minister Takaichi’s approval could push the government toward looser fiscal and tax policies, increasing downside risk for the yen and Japanese government bonds. Japanese polls show her support has fallen to a post-inauguration low, though it remains above 50%. Nomura’s chief strategist said further slippage in polls could prompt the government to accelerate reflationary measures, negative for JGBs and the yen and potentially bearish for Japanese equities as a signal of weakened policy capacity. Takaichi’s campaign pledge to cut the food consumption tax has not been implemented and faces fiscal criticism. SMBC Nikko’s strategist added that public dissatisfaction over rising prices could spur further fiscal expansion and stronger measures.

德國7月IFO商業預期指數 86.7，預期84.8，前值84.1。