美国6月纽约联储5年期通胀预期维持在3%不变。

China’s National Financial Regulatory Administration and the Shanghai municipal government issued measures to accelerate construction of the Shanghai International Reinsurance Center. The plan supports overseas reinsurers and reinsurance brokers using the Reinsurance Registration and Trading Center to solicit business and expand platform-based trading, aiming to increase foreign institutions’ participation in China’s reinsurance market. Authorities will speed optimization of on-exchange trading functions, standardize reinsurance contracts and billing, and build an efficient, transparent digital trading platform to improve registration, contract execution, accounting/clearing, funds settlement, note circulation and tax administration. The measures also call for an on-exchange trade performance management mechanism at the Reinsurance Registration and Trading Center and strengthened industry self-regulation.

WBG said in a China economic brief released July 7 that despite strong supply, weak demand and a global energy-supply shock, China’s growth has remained resilient. Year-to-date through May, high-tech industry investment rose 4.5% YoY, driven by strong domestic and external AI-related demand. Robust external demand for tech‑intensive goods sustained export momentum, while tech-related imports expanded materially, reflecting accelerated AI capex and higher demand for components for tech‑intensive export production. WBG said China has largely mitigated the energy shock via diversified energy import sources, a relatively high share of renewables and temporary retail fuel price controls.