世界银行：预计全球经济活动将在2027-2028年回暖，年均GDP增长率为2.8%。

Siemens Energy, one of the world’s three major gas-turbine manufacturers, said competition for power in Europe — driven by data centres and electrification projects — has intensified to the point that customers are paying reservation fees to secure positions in turbine production queues. CEO Christian Bruch said demand is so high that European buyers are now willing to pay reservation fees. With grid connections for data centres taking long lead times, some operators are opting to build on-site generation to accelerate commissioning. Siemens Energy’s gas services head Karim Amin said customers seeking roughly six-month manufacturing slots typically pay fees equal to about 10–15% of a turbine’s purchase price. Manufacturers’ capacity is largely booked through the end of the decade, and Siemens Energy reports a conversion rate above 90%, so most reservations become firm contracts.

TD Securities says with inflation re-accelerating and energy-driven pressures likely to spill into core prices and services, the ECB appears poised to raise rates 25bp to 2.25%. Markets treat a June hike as the start of limited tightening; the probability of a further move in September is about 65% and December is fully priced. Given the broadening inflation risk—energy-led increases feeding services, wages and expectations—TD Securities views this market pricing as reasonable. If incoming data confirm underlying inflation is not easing fast enough, a September follow-up is likely.