花旗/YOUGOV调查：英国6月一年期通胀预期为3.8%，5月为4.7%。

Tech selling resumed as investors dumped AI-related names, dragging European semiconductor shares down alongside Asian peers. Micron Technology’s strong after-hours results and upbeat outlook on Wednesday failed to revive the AI trade on Thursday. On Friday SK Hynix fell 8.4% and TSMC dropped 2.1%; in Europe ASML slipped 0.9%, ASM International slid 3.3%, Infineon fell 2.9% and STMicroelectronics lost 2.5%. E-mini Nasdaq 100 futures were down 0.8%.

South Korea's KOSPI index fell 7.1% on the week, marking its largest weekly decline since early March.