Vice Minister Xu Bijiu of the Ministry of Ecology and Environment said at a State Council Information Office briefing on the 13th that China is expediting the drafting of a new round of sustained air-quality improvement measures—the fourth iteration of the so-called ‘Ten Measures’. He noted three prior national plans were issued in 2013, 2018 and 2023. Data cited by Xu show national average PM2.5 fell to 28 µg/m3 in 2025, down 59% versus 2013, and the share of heavy-pollution days dropped to 0.9

Seema Shah, chief global strategist at Xin'an Asset Management, said today's CPI print plus weak July jobs should cool expectations for a September Fed hike but do not eliminate the risk. Unless August inflation also shows muted price pressures, a September move remains a material possibility. With the Strait of Hormuz still closed, energy supply upside to inflation is a lingering risk; the baseline view is that the Fed will hold rates this year, but continued supply disruption would keep intra‑year hike risk alive. Shah also flagged AI-driven inflationary pressures as a non-negligible upside risk.

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