中國地震臺網正式測定：07月29日10時23分在青海海南州興海縣（北緯35.34度，東經99.54度）發生3.8級地震，震源深度9千米。

Mitsubishi UFJ: A hawkish hold would support U.S. Treasury yields and the dollar. COMMERZBANK: Cuts year-end gold and silver targets to $4,500 and $67, citing persistent inflation that keeps the Fed restrictive. TD Securities: A unanimous decision would be surprising and imply Waller has consolidated internal consensus, a scenario that could trigger a sharp dollar sell-off. Goldman Sachs: Even if the Fed keeps rates unchanged for the year, dollar weakness would be limited; EUR/USD faces structural downside. Saxo Bank: A Fed hike would likely lift the forward rate curve unless markets view it as a defensive move. Sumitomo Mitsui: The rate decision and Waller’s press remarks could push USD/JPY toward the 164 area. ING: If UST yields remain capped, gold may find support near current levels; any hawkish Fed surprise could curb near-term upside. DBS Group: Even minor changes in statement or press-conference wording could materially move short-end rates. HSBC: Unless the Fed unexpectedly hikes, this week's decision is unlikely to provide fresh upside for the dollar. SIA Wealth Management: Major policy adjustments are unlikely before September; gold is likely to trade rangebound through autumn and, in extreme scenarios, into early 2027.

據日經新聞：豐田汽車在地震發生後暫停福岡工廠生產。