Group 1 - Over 3,000 assembly engineers and technical workers at Airbus UK plan to initiate a series of strikes starting September 2, 2025, due to dissatisfaction with salary increases [1] - The strike is led by the Unite union, which reported that approximately 90% of its members supported the action following a vote [1] - The union aims to pressure Airbus to provide salary proposals that address inflation and rising living costs, with UK inflation reaching 3.8% in July, the highest in 18 months [1] Group 2 - Airbus UK claims to have offered a "competitive and fair" salary proposal, stating that employee wages have increased by over 20% over the past three years, along with a bonus of approximately £2,644 (about 25,537 RMB) distributed in April [1] - The strikes are expected to potentially impact the production of wings for Airbus's core commercial aircraft, which could affect the global aviation supply chain and delivery schedules [2] - Despite the planned strikes, Airbus remains confident that its year-end delivery targets will not be affected, although the market is cautious about potential risks [2]

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, stated that once fiscal policy is determined, its impact will be assessed [1] Group 1 - The Bank of Japan will continue to strengthen communication with the government [1] - A revision of the price forecast for the fiscal year 2025 will not affect current policies [1] - There is a focus on whether wage increases will become a norm [1] Group 2 - The trend of companies passing on costs is a point of concern [1] - The experience with bank stock holdings will be considered in evaluating ETFs [1] - It is difficult to predict when a judgment on next year's wage negotiations can be made [1]

Core Points - NJ Transit, the third-largest commuter rail system in the U.S., is facing a strike by train drivers starting Friday morning, which is expected to disrupt the daily commutes of hundreds of thousands of workers traveling to and from New York City [1][1][1] - This marks the first strike for NJ Transit since 1983, following six years of unsuccessful salary negotiations between New Jersey Governor Murphy and the "Brotherhood of Locomotive Engineers and Trainmen" [1][1][1] - Governor Murphy expressed concerns that meeting the union's demands could jeopardize NJ Transit's financial health and increase the burden on taxpayers and passengers [1][1][1] - NJ Transit CEO stated that granting salary increases to engineers would be meaningless and could lead the entire agency towards bankruptcy, highlighting that other 14 unions may also demand similar pay raises, making the overall cost unsustainable [1][1][1]