New Zealand average hourly earnings rose 1.4% QoQ in Q2, up from 0.2% previously.

美國中央司令部：截至8月4日，美軍已改變45艘商船航線、使2艘商船失去行動能力，並登臨檢查2艘商船，以確保其遵守相關規定。

Wells Fargo strategist Ohsung Kwon says rising data‑center construction will boost the industrial sector. Capital‑goods firms that make machines, equipment and tools for data‑center builds are among the stocks “closest to the AI theme,” he said. Wells Fargo estimates manufacturing activity expanded in July at the fastest pace in over four years and non‑AI capex is up about 10% YoY; commercial and industrial loan growth has also accelerated. Traders rotating into so‑called traditional‑economy sectors have lifted industrials roughly 20% YTD, trailing only energy and information technology. Kwon estimates about 40 hyperscale data centers are under construction and more than 100 are planned, concentrated in Texas, Georgia, Virginia and Pennsylvania. He adds that if local economic spillovers from operational data centers become a trend, the market is at a very early stage of that effect.