Czech National Bank keeps residential mortgage lending rules and the systemic risk buffer ratio unchanged.

Fitch says the US‑Iran war‑driven oil shock has weakened global growth prospects, cutting its 2026 global growth forecast by 0.2ppt to 2.4%. Higher inflation is squeezing real wages, curbing consumption and raising corporate input costs, prompting broad downward revisions to growth. Stronger‑than‑expected AI‑related IT investment is offsetting some weakness, supporting world trade and Asian exports. The Strait of Hormuz has been closed for 14 weeks; Fitch assumes reopening in July. Fitch raised its 2026 average Brent forecast to $87/bbl from $70/bbl in March. The agency views the oil shock as a material headwind but not as severe as 1970s oil crises. Fitch expects the Fed and Bank of England to hold rates this year and resume cuts in 2027; it forecasts a 25bp ECB hike in June, with policy reversal next year.

市场消息：马来西亚国家石油公司与区域合作伙伴推进海上石油开采。