Week to June 28 — China transport ministry logistics data: highway truck passages 54.793 mln vehicles, +8.91% w/w. Rail freight 80.026 mln tonnes, -0.89% w/w. Monitored ports handled 270.279 mln tonnes of cargo, +3.09% w/w; container throughput 7.215 mln TEU, +5.27% w/w. Civil aviation supported 122,000 flights, +4.90% w/w; cargo flights 5,118 (3,378 international, 1,740 domestic). Postal and express pick-ups ~3.892 bln items (-4.70% w/w); deliveries ~3.909 bln (-4.98% w/w).

Japan has drafted a blueprint targeting annual real GDP growth of more than 1% and nominal growth of 3% by 2040, roughly double its five-year average. The plan projects cumulative public and private investment above ¥370 trillion (about $2.29 trillion) by FY2040, an annual private-sector capex target of about ¥230 trillion and a GDP level near ¥1,100 trillion. The blueprint centres on strategic public‑private partnerships and directed support for industries the government views as critical to long-term competitiveness to address chronic underinvestment. The government urged the Bank of Japan to maintain growth‑friendly interest‑rate settings, signalling a preference for lower financing costs and raising the prospect of policy friction as the BOJ cautiously withdraws from ultra‑loose policy.

California Governor Newsom has reached a deal with Anthropic to expand AI deployment across state government agencies, Politico reported.