US initial jobless claims for the week ended July 25: 197,000 vs 200,000 consensus; prior week revised to 188,000 from 187,000.

BERENBERG economist Felix Schmidt said eurozone Q2 GDP rose 0.4% QoQ, beating consensus and improving on Q1’s zero growth — a positive signal for the ECB. PMI readings point to a solid start to Q3. Schmidt warned inflation dynamics — and thus policy pressure — will depend heavily on the Iran conflict and energy prices; if the US and Iran agree a ceasefire, the ECB could keep policy rates unchanged and the eurozone could achieve robust growth in 2026.

微軟(MSFT.O)首席財務官：在雲業務方面，客戶需求持續超過可用容量。