欧洲央行管委马赫鲁夫：我认为我们尚未超越3月欧洲央行会议上提出的不利情景，预计6月将会出现新的情景。

Westpac: RBNZ to hold OCR at 2.25% today; market expects no change. Iran war fuel spike pushes NZ CPI/inf >4%, expected elevated through most of 2026; Q2 CPI first test for spillover. 2026 GDP cut to 1.8%-2.0% (vs 2.8% in Feb); unemployment to ~5.5% y.e. OCR terminal ~3.2%; Dec-2026 OCR ~2.8% → implies 2-3 hikes this year. MPC split on timing not direction; Westpac cites limited second-round inf evidence, high war-duration uncertainty, and risk of premature tightening if slowdown deepens.

Latvia prime minister-designate Andris Kurlbergs on 26th names new cabinet from United List, National Alliance, New Unity and Greens and Farmers; coalition to share key posts, Kurlbergs to be PM and Greens and Farmers' Daija Mierlina to remain speaker; parliament to vote confidence on 28th; Kurlbergs nominates Army Col. Raivis Melnis as defence minister, saying national security is core issue.