北约秘书长吕特：美国在乌克兰防御中仍然不可或缺。

S&P Global deputy director for economics Annabel Fiddes said the latest PMI shows Japan's manufacturing delivered its strongest quarterly performance in over 12 years in June. Production expanded as client demand improved and overall new orders rose at the fastest pace in about 4.5 years, led by AI-related technologies and robust semiconductor demand. Growth was at least partly driven by inventory hoarding amid the Middle East war. Supplier performance deteriorated sharply again in June due to shipping delays and supplier shortages, keeping inflationary pressures among the most severe since the PMI series began in 2001—input costs and selling prices both rose rapidly. Fiddes warned there is significant uncertainty about whether the strength will extend into H2, as short-term hoarding may fade, especially if costs continue rising and customer spending weakens.

S&P Global's final June manufacturing PMI showed output and order growth further improved, continuing the expansion seen since the Middle East conflict began, S&P Global chief business economist Chris Williamson said. Firms cut employment sharply to offset rising energy and raw-material costs. While easing Middle East tensions eased some supply delays and price pressures, these issues remained widely reported. Business sentiment fell sharply despite retreating energy prices and improved shipping, in part reflecting concern that sales may slow as wartime inventory accumulation unwinds.