RBNZ: With inf still above target and economic activity expected to strengthen, further withdrawal of monetary stimulus may be required to return inf to the 2% midpoint.

泰國央行會議紀要：預計2026年剩餘時間的通脹將超過目標區間，主要受能源和生產成本傳導影響。

KOSPI extended losses, sliding as much as 6% intraday and falling over 20% from its June peak, putting the market on track for a technical bear. Samsung Electronics and SK Hynix dropped about 7% and 5% respectively as investors reprice AI-driven demand. Leveraged ETFs amplified volatility. The chip sell-off persisted despite Samsung reporting quarterly profit up 19-fold this week, highlighting traders’ demand for more evidence that huge semiconductor supply‑chain capex is justified. Fidelity International portfolio manager Ian Samson said the volatility largely reflects fundamental uncertainty: strong AI-led chip demand is concentrated in roughly $1 trillion of capex by a handful of large tech firms, and if that spending proves unsustainable there is downside risk.