中国第二季度国内生产总值环比0.9%（预计0.9%），同比4.3%（预计4.5%）。中国4月至6月季度的经济增长数据。中国第二季度GDP环比预计为0.9%，之前为1.3%，同比预计为4.5%，之前为5.0%。

China Q2 GDP 0.9% q/q (expected 0.9%) and 4.3% y/y (expected 4.5%).Economic growth data for China in the April - June quarter. China Q2 GDP % q/q expected 0.9%, prior 1.3% % y/y expected 4.5%, prior 5.0% I'll have more to come on this separately.

通胀疲软削弱美联储加息押注，美元陷入困境。周三公布的通胀数据疲软后，美元大幅走软。这一数据抑制了人们对美联储立即加息的预期。

Dollar struggles as softer inflation dims Fed hike bets.The dollar weakened significantly after softer inflation data emerged on Wednesday. This data curbed expectations for an immediate Federal Reserve interest rate hike.

6月份，韩国贸易差额从之前的3614亿美元降至360.9亿美元。6月份，韩国贸易差额从之前的3614亿美元降至360.9亿美元

South Korea Trade Balance declined to $36.09B in June from previous $36.14B.South Korea Trade Balance declined to $36.09B in June from previous $36.14B

6月份中国新房价格连续第四年下跌。同比和环比下跌的适度缓解提供了一个微弱的迹象，表明恶化的速度正在放缓而不是加快，但更广泛的趋势仍然是负面的，与市场仍在寻找底部的趋势是一致的。鉴于与房地产相关的家庭财富规模，持续的价格下跌不断加剧自2021年以来对消费者信心造成压力的负面财富效应，使北京将增长转向国内消费的努力变得更加复杂。

New home prices in China fell for a fourth straight year in June.The modest easing in both the year-on-year and month-on-month declines offers a marginal sign that the pace of deterioration is slowing rather than accelerating, but the broader trend remains firmly negative and consistent with a market still searching for a bottom. Given the scale of household wealth tied up in property, continued price falls keep reinforcing the negative wealth effect that has weighed on consumer sentiment since 2021, complicating Beijing's efforts to shift growth toward domestic consumption.