ECB President Christine Lagarde on the 2nd said she does not rule out resigning to run in next year’s French presidential election, saying she could step down early if eurozone inflation stabilizes. She said there should be a European voice in the French contest and warned that proposals to reduce France’s participation in the EU would need to be presented to voters as a difficult path. When asked whether she would back a candidate or run herself, Lagarde said she was “considering” and then said

英國汽車行業數據和研究機構New Automotive：比亞迪英國6月新車銷量同比增長9.01%，達到2,999輛。

數據顯示，韓國銀行業的融資保證金貸款今年達到創紀錄的36.47萬億韓元，爲去年同期的兩倍。當韓國券商將融資保證金率上調至接近10%時，散戶投資者並未停手，轉而利用銀行信貸額度。僅5月份家庭銀行貸款就飆升了9.3萬億韓元，創下自2024年8月以來最快月度增幅。韓國央行數據直接將這一激增與股票投資掛鉤，而非住房抵押貸款。 韓國中老年人爲不錯過上漲行情而專門借錢炒股，且投入金額往往大於年輕投資者。韓國目前擁有1.02億個活躍交易賬戶，而全國人口僅爲5200萬。儘管今年外國投資者淨賣出120萬億韓元韓國股票，散戶投資者淨買入75萬億韓元來承接，其中大部分爲借入資金。 市場需要格外注意，韓國金融底層數據已顯露出壓力跡象： ①家庭債務與收入比：174%。 ②44%的借款人在過去6個月中曾逾期或拖欠還款。 ③銀行正限制貸款額度，因爲年度放貸額度提前數月即告用罄。 ④券商融資保證金率已逼近10%。 市場目前預計韓國央行將於下月加息。加息將提高當前用於持有股票的每一筆融資貸款和銀行信貸額度的成本。當借來的錢在市場下跌時變得更貴，隨之而來的被迫拋售將極爲慘烈。