Japan May seasonally adjusted current account balance JPY 306.45 bln; forecast JPY 3,216.7 bln; prior JPY 4,211.1 bln.

The Korean Development Institute (KDI) said Korea’s economy remains on a recovery track as a chip boom offsets broader manufacturing weakness. Strong AI-related demand drove exports, with June shipments rising to $102.25bn, up 70.9% YoY and a record high — the first month above $100bn. Semiconductor export value nearly tripled to $44.82bn, and monthly semiconductor exports topped $40bn for the first time; KDI noted semiconductor volume growth has slowed but price rises have kept export values strong. Manufacturing output edged down as semiconductor momentum cooled and other sectors stayed weak. KDI warned higher oil prices and a weaker won could sustain upward price pressure, increasing the risk of further rate hikes and weighing on consumer recovery.

意大利总理梅洛尼：我对与伊朗进行谈判的可能性仍然抱有希望。我认为军事选项并没有产生特别具体的结果。