Namibia's central bank kept its lending rate unchanged at 6.75%.

EIA August forecast for U.S. natural gas production this year: 111.2 bcf/d, unchanged from prior (111.2 bcf/d).

China International Capital Co (CICC) said recent gains in traditional sectors may not be sustainable and evidence of a style rotation is insufficient. CICC remains firmly bullish on the AI and technology growth theme. If a tech-led rally persists, both Chinese and U.S. equities could perform well in H2. CICC recommends overweighting A-shares and Hong Kong equities and maintaining market weight on U.S. equities.