In June, the U.S. will release CPI, PPI, and the Federal Reserve’s Beige Book, alongside Fed Chair Waller’s first congressional testimony. China will release Q2 GDP, retail sales, and industrial value-added figures. The World Artificial Intelligence Conference (WAIC) will take place from July 17–20, where Huawei may unveil its Atlas 950 hardware for the first time, and reports suggest Google’s Gemini 3.5 Pro could be launched. Wall Street’s top five banks report results on the same day, while ASML and Taiwan Semiconductor will offer insights into AI-related demand. Domestically, ChangXin Technology’s IPO subscription on the STAR Market is drawing significant attention. The Bank of Korea is expected to resume rate hikes after a five-year pause, and the Strait of Hormuz has closed again, escalating U.S.-Iran tensions. CICC forecasts China’s year-on-year GDP growth at approximately 4.4%. The UK Labour Party is expected to formally confirm its new leader on July 17, with Andy Burnham likely to become the next prime minister.