Core Points - The meeting between Japanese Prime Minister Kishida Fumio and South Korean President Lee Jae-myung focused on economic cooperation, security assurance, and addressing demographic challenges such as declining population and low birth rates [1] Group 1 - The meeting marks Lee Jae-myung's first visit to Japan since taking office [1] - The discussions included significant topics such as economic collaboration and security measures between the two nations [1] - The meeting took place as part of Lee Jae-myung's six-day trip to Japan and the United States [1]

Monetary Policy & Economic Analysis - The People's Bank of China (PBOC) via Financial Times suggests that single-month loan data is insufficient to accurately reflect economic activity in the high-quality development stage [1] - The PBOC advises against over-interpreting or sensationalizing fluctuations in single-month credit growth figures when analyzing economic and financial conditions [1] Money Supply Data (July) - M2 money supply year-on-year growth rate is 88%, exceeding the expected 83% and previous value of 83% [2] - M1 money supply year-on-year growth rate is 56%, exceeding the expected 52% and previous value of 46% [2] - M0 money supply year-on-year growth rate is 118%, compared to the previous value of 12% [2]

Group 1 - Dow futures rose by 0.08%, S&P 500 futures increased by 0.12%, and Nasdaq futures gained 0.15% [1] - Palantir's pre-market shares surged over 5% after the company reported Q2 2025 revenue significantly exceeding expectations and raised its full-year guidance [2] - AMD's pre-market shares rose by 2% as the company is set to release its Q2 2025 earnings on August 5, with a strong focus on its traditional CPU business [2] - BP's pre-market shares increased by over 2% following the announcement of Q2 core replacement cost profit reaching $2.35 billion, surpassing analyst expectations of $1.81 billion [2] - TSMC has terminated multiple employees for leaking confidential information regarding its 2nm chip manufacturing technology [2] - Futu Holdings' pre-market shares rose by over 1.9% after UBS raised its target price from $149 to $170 [2][3] Group 2 - UBS raised the target price for Berkshire Hathaway (BRK.A) from $892,120 to $895,247 and for Berkshire Hathaway (BRK.B) from $595 to $597 [3] - Florida reported multiple cases of bacterial infections related to raw milk consumption, affecting 21 individuals, including 6 children under 10 years old, with 7 hospitalized [3] - Former President Trump is scheduled to discuss economic issues, the Federal Reserve, and tariffs during a live interview on CNBC at 8 PM ET on August 5 [3]

Core Viewpoint - President Trump will participate in a live interview on CNBC's "Squawk Box" to discuss key economic issues, which may lead to market volatility [1] Group 1 - The interview is scheduled for 20:00 Beijing time [1] - Topics of discussion will include the economy, employment, the Federal Reserve, and tariffs [1]

Group 1 - The interview with President Trump on CNBC's "Squawk Box" will cover topics such as the economy, employment, the Federal Reserve, and tariffs [1]

Group 1 - The core viewpoint is that despite a disappointing employment report, the economy is still described as "smooth sailing" by the White House National Economic Council Director Hassett [1] Group 2 - The employment report indicates weaker job growth, which could raise concerns about the labor market's strength [1] - The overall economic indicators suggest resilience, with continued growth expected despite the employment challenges [1]

Group 1 - The core discussion between President Trump and JPMorgan CEO Jamie Dimon focused on economic, trade, financial regulation, and interest rate issues [1] - This meeting marks the second time in two months that Dimon has met with Trump, indicating a potential thaw in their previously tense relationship [1] - The dialogue reflects ongoing efforts to address key financial and economic challenges facing the U.S. [1]

Core Viewpoint - Federal Reserve Chairman Jerome Powell stated that the economy is in a solid position [1] Economic Stability - The current economic conditions are characterized by stability, indicating resilience in various sectors [1] - Powell emphasized that the labor market remains strong, contributing to overall economic health [1] Monetary Policy Implications - The Federal Reserve's approach to interest rates will continue to be data-driven, reflecting the ongoing assessment of economic indicators [1] - Powell's remarks suggest that any future adjustments to monetary policy will be contingent on economic performance [1]

③关注加拿大央行对美国与欧盟、美国与日本等国家签订的贸易协议的看法。 ④关注加拿大央行通胀、经济、就业、油价、汇率等的看法。 ①市场普遍预计加拿大央行将维持利率于2.75%不变。 ②关注加拿大央行对未来降息可能性的暗示。 注：北京时间21:45，加拿大央行将公布利率决议。 ...

Core Viewpoint - The former Deputy Governor of the Bank of Japan, Nakaso, suggests that the Bank of Japan may resume interest rate hikes as confidence in the economy and inflation meeting expectations recovers [1] Group 1 - Nakaso indicates a potential shift in monetary policy as the economic outlook improves [1] - The restoration of confidence in inflation expectations is a key factor for the Bank of Japan's decision-making [1] - The possibility of interest rate increases reflects a broader trend in central banking as economies recover [1]