德國智庫ZEW：由於能源價格高企，私人消費和投資仍然疲軟。

FED SWAPS show the probability of a BOC rate hike in October fell to 68% from 74% before the inflation data release.

The People’s Bank of China and other ministries issued guidance to boost financial support for Beijing (Beijing–Tianjin–Hebei), Shanghai (Yangtze River Delta) and the Guangdong–Hong Kong–Macao Greater Bay Area as international science-and-technology innovation centres. Measures include building an integrated, full‑chain tech‑finance service system across the Yangtze River Delta, with Shanghai to lead a multi‑participant, shared tech‑finance ecosystem and deeper integration of funding, innovation, industry and talent chains. The guidance targets Shanghai, Nanjing, Suzhou, Hangzhou, Ningbo and Hefei, accelerating construction of five regional sci‑tech finance reform pilot zones, freeing cross‑regional factor flows and promoting efficient, balanced allocation of quality financial resources in the delta. It calls for faster implementation of STAR Market reforms and improvements to issuance and listing mechanisms for tech firms; optimisation of G60 Sci‑Tech Corridor regional financial services and scaling of a tech commercialisation fund; strengthened risk‑sharing arrangements, support for innovation in tech insurance and wider use of co‑insurance; cross‑regional mutual recognition of tech‑finance standards; support for cross‑regional operations and “sci‑tech enclave” development; and fuller use of cross‑border financing facilitation policies.