Canada June S&P Global Composite PMI 47.9, down from 50.8 previously.

据FT报道，德国2027-2030年预计借款约8380亿欧元，防务预算可能从2027年的约1090亿欧元升至2030年的1836亿欧元。Welt也提到，2027年核心预算防务支出约1097亿欧元，总新增债务将超过2000亿欧元。 德国过去在欧元区扮演的是财政纪律锚，债务刹车和“黑零”传统让德国国债供给相对克制。现在变化在于，防务支出被赋予更高优先级，俄罗斯威胁、北约目标和美国安全承诺不确定性，正在把德国从低军费、强约束的财政模式推向高军费、高融资需求的模式。 这会同时影响三条链：一是德国国债供给和利息负担，二是欧洲防务产业的订单能见度，三是欧元区内部对财政纪律的理解。预算仍要经过议会和执行环节，不能把规划直接写成落地订单；但德国财政叙事已经从“能不能借”转向“为了安全借多少”。

Westpac expects the RBNZ to leave the official cash rate (OCR) unchanged at 2.25% at Wednesday's policy meeting. It said developments over the past six weeks—most notably a faster-than-expected fall in oil prices that has eased related inflationary pressure—give the RBNZ more time to assess economic momentum, particularly with a large slate of key data due after the July meeting. Westpac still expects the RBNZ's forward guidance to retain a bias toward raising the OCR this year.