US President Trump said he told Federal Housing Finance Agency Director Pulte he can declassify any material he wishes.

Mizuho Securities economist Ryosuke Katagi said despite global geopolitical risks Japanese corporate profit plans remain resilient. Wednesday’s BOJ Tankan showed firms across all industries and sizes expect recurring profit to decline 6.5% in the current fiscal year, versus a 2.4% decline forecast in the March survey. Katagi said the revision reflects normal seasonality and aligns with the June 2025 projection for the prior fiscal year, suggesting the Middle East conflict has not yet materially affected profit prospects. "These revisions warrant close attention because this fiscal year's corporate profits will affect 2027 spring wage negotiations," he added.

Taijing Technology, a leading domestic crystal-oscillator maker, notified partners on June 30 of a 10–30% price increase across its entire oscillator product line. New orders are effective on the notice date; all undelivered orders will be billed at the new prices from shipment date July 1, 2026. The company cited sharp rises in core raw-material costs — bases, caps, target materials, silver paste and precious metals including gold, silver and tungsten — driven by global commodity volatility. It provided data showing 65% black tungsten concentrate up 125% YTD 2026 and up 619% since early 2025, with precious metals remaining elevated. Taijing said prior internal measures (process optimization, efficiency gains, supply-chain consolidation) failed to absorb the cost surge, with combined procurement costs for materials and components up more than 60% since 2025, making the price increase unavoidable.