荷兰国际：东京通胀降温但维持高位 日本央行加息路径不改 金十数据7月25日讯，荷兰国际集团经济学家Min Joo Kang表示，7月东京通胀虽有所回落，但仍保持足 以支撑日本央行政策正常化的高位。尽管日本政府平抑物价的措施初见成效，但东京核心通胀压力依然 高企。"即便如此，我们预计日本央行下周将按兵不动，"她指出。市场焦点因而转向季度展望报告及对 美贸易协议的评论。荷兰国际预计，日本央行将上调2025和2026财年剔除能源的核心通胀预测。该机构 认为美日关税协议对经济利空，但央行可能乐见协议消除不确定性。她表示，"这是个艰难抉择，但我 们仍维持10月最可能加息的判断。" ...

Group 1 - Trump shortens G7 summit trip to return to Washington for important matters, stating it is unrelated to the Israel-Iran ceasefire [1] - The U.S. will delay sanctions against Russia in hopes of reaching an agreement [1] - A trade agreement between the U.S. and the U.K. has been finalized, with Lutnik deciding on steel and aluminum tariff exemptions [1] Group 2 - Trump expresses hope for a complete resolution of Iran's nuclear issue, aiming for Iran to fully abandon nuclear weapons [2] - Trump denies any intention to negotiate peace talks with Iran, labeling related information as fake news [2] - Upcoming drug tariffs are anticipated as announced by Trump [2] Group 3 - Trump indicates a potential separate agreement with Canada regarding the Iron Dome project, with Canada expected to cover costs [2] - Negotiations with Japan on tariffs remain unresolved, with Japan's stance described as "hard" [2] - The Trump Organization launches the T1 smartphone, priced at $499, expected to be released in September, claiming it will be "Made in America" [2] Group 4 - The Environmental Protection Agency under Trump is directing staff to cease regulation of the oil and gas industry [3]