* Global capital exhibits typical risk-aversion characteristics, with equity funds seeing net outflows for two consecutive weeks, expanding to $13.97 billion, while bond fund net inflows surged to $28.95 billion. The U.S. market shows the most pronounced defensive traits, with U.S. equity outflows widening to $14.07 billion and U.S. bond inflows reaching $22.64 billion; European equities weakened, while Japan maintained inflows in both stocks and bonds. * Eurozone June headline CPI fell more than expected to 2.8%, with core CPI dropping to 2.4%. The economic sentiment index rebounded to 95.0 but remained below the long-term average, and declining employment expectations indicate businesses remain cautious. Lagarde stated that the economy's resilience has increased, June's rate hike was not a preventive move, and the future interest rate path will be entirely data-dependent. * South Korea's April newborn count rose 18% year-on-year, and the total fertility rate rebounded to 0.93. The explosion of AI corporate earnings and the stock market wealth effect are not the main drivers; the demographic cycle is the core factor, but constrained by a declining number of younger cohorts. Government subsidies and improved consumer confidence played a supportive role.

SnapshotLaborer

2026-07-06 16:13:30

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Global capital exhibits typical risk-aversion characteristics, with equity funds seeing net outflows for two consecutive weeks, expanding to $13.97 billion, while bond fund net inflows surged to $28.95 billion. The U.S. market shows the most pronounced defensive traits, with U.S. equity outflows widening to $14.07 billion and U.S. bond inflows reaching $22.64 billion; European equities weakened, while Japan maintained inflows in both stocks and bonds.
Eurozone June headline CPI fell more than expected to 2.8%, with core CPI dropping to 2.4%. The economic sentiment index rebounded to 95.0 but remained below the long-term average, and declining employment expectations indicate businesses remain cautious. Lagarde stated that the economy's resilience has increased, June's rate hike was not a preventive move, and the future interest rate path will be entirely data-dependent.
South Korea's April newborn count rose 18% year-on-year, and the total fertility rate rebounded to 0.93. The explosion of AI corporate earnings and the stock market wealth effect are not the main drivers; the demographic cycle is the core factor, but constrained by a declining number of younger cohorts. Government subsidies and improved consumer confidence played a supportive role.

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Strengthening the global safe-haven sentiment and the weak-stock/strong-bond regime; eurozone inflation eases and economic conditions improve; the demographic cycle helps South Korea’s fertility rate recover — 0706 Macro Dehydrated

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