加拿大6月失业率 6.5%，预期6.60%，前值6.60%。

Korean media report Tesla has released FSD Supervised v14 Light in South Korea for US-made Model 3 and Model Y, the second market after North America. The supervised driver-assist handles route navigation, steering, lane changes, intersections and parking; Tesla says v14 Light is more natural and stable in curves and complex driving. Market participants are watching whether Tesla will extend the update to China-made Model 3/Y — a prerequisite for materially growing the FSD user base given China-made units account for most Tesla sales in Korea. Tesla has not disclosed any plan or timetable to apply the update to China-made models.

Carmignac said Japanese authorities may be more concerned with the pace of yen depreciation than with its absolute level.