Domestic News - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, emphasizing the use of medical insurance data for drug research and development [1] - The National Development and Reform Commission announced that domestic gasoline and diesel prices will increase by 235 yuan and 225 yuan per ton, respectively, starting from July 1, 2025, due to recent international oil price changes [1] - The People's Bank of China Credit Center will implement new credit service fee standards starting July 1, 2025, allowing two free personal credit report inquiries per year, with a fee of 5 yuan for subsequent inquiries [1] - According to the China Banking Research Institute, the GDP growth for the first half of 2025 is expected to be around 5.4%, with a decline in growth for the second half, projecting GDP growth of 5% and 4.6% for the third and fourth quarters, respectively, leading to an annual growth of approximately 5% [1] Real Estate Sector - In the first half of 2025, the total land acquisition amount for the top 100 real estate companies reached 506.55 billion yuan, marking a year-on-year increase of 33.3% [2] - The Beijing second-hand housing market showed a robust recovery in the first half of 2025, with a total of 90,035 transactions, reflecting a year-on-year increase of 20.4% [2] International News - The European Central Bank decided to maintain its inflation target at 2%, aligning with the Eurozone's inflation rate of 2% reported in June [4] - The Slovak Prime Minister expressed concerns over the EU's proposal to stop importing Russian gas, indicating potential delays in voting on the sanctions if adequate compensation is not provided [4]

智通财经7月1日电，欧洲央行副行长GUINDOS表示，欧洲央行非常接近通胀目标。 ...

欧洲央行副行长金多斯：通胀低于2%目标的可能性相当有限。 ...

Group 1 - The "Big and Beautiful" tax and spending bill proposed by President Trump faces delays in the Senate, with a vote postponed to June 30, and is estimated to increase U.S. national debt by $3.3 trillion over the next decade according to the Congressional Budget Office [1] - The U.S. Treasury Secretary stated that there is no reason to increase the issuance of long-term national debt given current yield levels, but hopes for a decline in yields as inflation slows [1] - The European Central Bank maintains a 2% inflation target and considers the harmonized consumer price index (HICP) as an appropriate measure, while also suggesting the inclusion of owner-occupied housing costs in inflation statistics [3] Group 2 - Germany's June CPI rose by 2% year-on-year, reaching the European Central Bank's target level for the first time in nearly a year [4] - The U.S. Federal Reserve official reiterated expectations for a rate cut this year, with three rate cuts anticipated next year [2] - The U.S. White House announced the resumption of trade negotiations with Canada following the cancellation of the digital services tax [1]

欧洲央行首席经济学家连恩：可能面临从两个方向上更大的偏离2%的通胀目标的可能性。 ...

6月30日消息，欧洲央行副行长金多斯表示，欧央行当前采取的利率立场被认为是正确的，且这一利率 政策与实现通胀回落至2%的目标相一致；鉴于目前存在的不确定性，必须保留所有关于利率调整的选 项。（新华财经） ...

欧洲央行副行长金多斯：欧洲央行正按计划实现其2%的通胀目标。 ...

美联储卡什卡利：通胀率高于2%，必须将其恢复至2%的目标。 ...

英国央行行长贝利：货币政策需要在足够长的时间内继续保持限制性，直到通胀在中期可持续地回归 2%目标的风险进一步消散。 ...

智通财经APP获悉，美国克利夫兰联储主席哈马克周二表示，当前的利率水平"仅具适度限制性"，美联 储可能会在一段时间内维持借贷成本不变。 尽管在6月的会议上公布的最新利率预测显示，美联储官员中位数预期今年将有两次降息，但观点存在 明显分歧，有7位官员预计全年不会降息。 经济韧性增强 维持利率不变风险较低 哈马克认为，美国经济展现出较强韧性，因此当前维持利率不变所面临的风险相对较小。她指出，目前 尚未看到足以促使降息的经济疲软迹象，但也"密切关注这一可能性"。 在美联储上次议息会议之后，其他官员也陆续表达了对未来政策调整时间表的不同看法。联储理事克里 斯托弗·沃勒以及监管副主席米歇尔·鲍曼(两位均为特朗普任命的官员)表示，如果通胀继续受控，最早 在7月就可能考虑降息。而旧金山联储主席戴利则认为，秋季降息的可能性更高。 鲍威尔强调耐心等待更多数据 哈马克在伦敦一场会议的预备发言中指出，尽管近期通胀已有所缓解，美联储距离实现其2%的通胀目 标仍"有一段路要走"。她还强调，目前的通胀数据具有滞后性，未必能准确反映当前经济的最新变化， 包括近期油价上涨所带来的通胀预期风险。 截至发稿，美联储主席鲍威尔正在出席众议院金融服 ...