惠譽：日元疲軟似乎並非主要由美日貨幣政策的相對立場差異所致。

日本財務大臣片山皋月：內閣批准減免食品銷售稅兩年。

Data released Wednesday showed the average U.S. 30-year fixed mortgage rate rose 5 bps in the week ended July 31 to 6.81%, a one-year high. The rate had fallen to a 2022-era low in late February before the Iran war broke out; subsequent conflict-driven energy price gains and higher inflation fears have pushed rates up. Mortgage demand weakened: MBA's purchase index fell 3.6% week-on-week to a five-month low, while the refinance index dropped 1.9% to its lowest since mid-2025.