PBOC data show that at end-Q2 2026 yuan and foreign-currency industrial medium- and long-term loan balances were 27.81 tln yuan, up 5.9% YoY, 0.8ppt faster than overall loans, with a 1H increase of 1.21 tln. Heavy-industry M/L loans stood at 23.45 tln (+4.9% YoY); light-industry 4.36 tln (+11.3%). Services M/L loans were 76.22 tln, up 6.4% YoY, 1.3ppt faster than overall loans, adding 3.33 tln in 1H; services excluding real estate rose 9.2% YoY while real estate M/L loans fell 4.2% YoY. Infrastr

Eurozone government bond yields fell in early trade, tracking declines in US Treasuries as oil prices eased amid diplomatic efforts to resolve the Middle East conflict. The Netherlands and Italy will hold government bond auctions on Tuesday. The economic calendar is light this week, with focus later on preliminary July CPI and preliminary Q2 GDP. The 10-year German Bund yield was down 2.1 bps intraday at 3.105%.

July 28 — The Shanghai Stock Exchange published its July 2026 update to bond-pledged repo funding-provider display information, the first centralized update. The disclosed list expanded to 22 providers with eight new financial institutions added. The exchange also updated acceptable pledged-securities scopes and business-contact details for some existing providers. The broader, maturing disclosure-and-use mechanism widens participant coverage, improves lender–borrower matching and supports activation of financing value in high-quality collateral.