日元和澳元预测：贸易谈判和美国通胀将推动波动。美元/日元和澳元/美元因贸易谈判进展、美国PPI数据和澳元住房趋势而波动。日本、美国和澳大利亚的政策路径仍然是人们关注的焦点。

Japanese Yen and Aussie Dollar Forecasts: Trade Talks and US Inflation to Drive Volatility.USD/JPY and AUD/USD move on trade talk progress, US PPI data, and Aussie housing trends. Policy paths in Japan, US, and Australia remain in sharp focus.

美国启动针对巴西贸易行为的301条款关税调查。美国开始对巴西的贸易行为进行301条款关税调查：因为巴西“持续攻击美国公司的数字贸易活动”。上周，特朗普宣布对巴西征收50%的关税。

US starts Section 301 tariff probe on Brazil's trade practices.US starts Section 301 tariff probe on Brazil's trade practices: due to its "continued attacks on the Digital Trade activities of American Companies". Last week Trump announced a 50% tariff rate for Brazil.

来自20多个国家和10个全球机构的领导人将出席中国峰会。中国将于今年秋天（8月下旬至6月25日至26日）在天津主办第25届上海合作组织国家元首峰会，作为2024-2025年主席国的一部分。峰会主要关注反恐、地区安全、经济一体化、数字合作和可持续发展。

China summit to have leaders from 20+ nations attending, 10 global bodies.China is hosting the 25th SCO Heads-of-State Summit this autumn (late August to June 25–26) in Tianjin as part of its 2024–2025 chairmanship. The summit Primary focuses include counter‑terrorism, regional security, economic integration, digital cooperation, and sustainable development.

2025年6月，韩国进口价格同比下降6.2%，较5月的5.1%下降更为严重，因为全球油价下跌和韩元走强继续对成本造成压力。原材料价格在上个月下跌13.9%后，大幅下跌13.2%。中间产品价格也大幅下跌4.9%，而5月份的跌幅为2.7%。与此同时，消费品价格增长从2.5%放缓至0.9%，资本品价格从2.5%降至1.2%。按月计算，6月份进口价格下跌0.6%，这是继5月份下跌3.7%之后连续第五个月下跌。持续下滑反映了更广泛的全球趋势，特别是能源市场的趋势，并突显了进口成本的持续通缩压力。

South Korea’s import prices fell 6.2% year-on-year in June 2025, deepening from a 5.1% decline in May, as falling global oil prices and a stronger Korean won continued to weigh on costs. Raw material prices dropped sharply by 13.2%, following a 13.9% decline the previous month. Intermediate goods also saw a steeper fall of 4.9%, compared to a 2.7% decrease in May. Meanwhile, price growth for consumer goods slowed to 0.9% from 2.5%, and capital goods eased to 1.2% from 2.5%. On a monthly basis, import prices fell 0.6% in June, marking the fifth straight monthly decline after a 3.7% drop in May. The continued slide reflects broader global trends, particularly in energy markets, and underscores persistent deflationary pressure in import costs.