WTI crude futures down more than 1.0% intraday at $68.80/bbl.

1. 深圳樓市6月成交量創近6年新高。 2. 北京二手房6月網籤16618套創新高，二手房半年成交超9萬套。 3. 中指研究院：6月份百家房企全口徑銷售額環比增長11.8%。 4. 中指研究院：上半年重點房企拿地總額同比下降33.7%。 5. 成都上半年土拍收官 成交面積同比降約四成。 6. 重慶1宗宅地2.23億元底價成交。 7. 龍湖集團大股東近期多次實施增持。 8. 濱江集團：1—6月公司銷售額431.5億元。 9. 香港樓市上半年“價量齊升”，業界料下半年步入健康整固期。 10. 上海第五批集中供地成交125.72億元，專家：競拍熱度依舊較高，市場活力明顯。 11. 美國4月份獨棟住宅價格環比小幅回落。 12. 儘管抵押貸款成本有所下降，英國房價仍停滯不前。 13. 經濟學家：澳大利亞三十年房地產超級週期即將結束。

ECB policymaker De Marco said the central bank should not rush into further rate hikes after oil prices fell unexpectedly and sharply. He noted the ECB raised rates in June and its forecasts assumed further tightening, but the recent drop in energy costs strengthens the case for pausing by quickly easing inflation expectations and reducing wage pressures. De Marco said only a second-round inflation effect, de-anchored inflation expectations, or stronger wage demands would justify pre-emptive tightening; those conditions are not currently evident, and with oil back near pre-conflict levels the ECB can wait for the next forecast round rather than risk unnecessary harm to growth. He added that even the milder scenario in the latest forecasts still assumes further tightening, so if incoming data validate that path the ECB may still need to raise rates.