Axios reports a senior U.S. official said the White House views Netanyahu’s statements on a Gaza plan as election-season political posturing and is unconcerned. The White House understands his domestic political pressures and will not object so long as Israel complies with U.S. requests—particularly to limit strikes on Gaza.

日本7月季調後除信託外銀行貸款年率 5.9%，前值由6.30%修正爲6.2%。

CITIC Securities said US-Japan joint FX intervention aims to prevent spillovers from sustained yen weakness. Japan’s inflation remains below the BOJ target, limiting willingness to tighten policy; Sanae Takaichi’s proposed tax cuts could widen Japan’s fiscal gap and erode confidence in yen assets. The US is concerned that yen stabilization or Japanese reductions in US Treasury holdings could, amid elevated US debt supply, push up long-end US yields. Short-term intervention should help stabilize expectations, but with US-Japan rate differentials still wide the scope for a sustained large yen rally is limited. The report adds that US equities retain clearer advantages over Japanese stocks on earnings growth, industry structure and the AI supply chain.