欧洲央行管委多伦茨：如果当前油价维持稳定，欧洲央行可能等到9月再决定是否需要进一步调整货币政策。目前尚未看到通胀出现明显的第二轮效应。

Russian seaborne crude exports averaged 4.13 million bpd in the four weeks to June 28, the highest since the 2022 conflict, Bloomberg tanker data show. The surge has raised seaborne inventories roughly one‑third above the mid‑April low, with cargoes stacking near Egypt and Singapore, suggesting Moscow is increasingly struggling to place barrels. Exports have climbed as Ukrainian strikes on Russian refineries continue, which could redirect crude that cannot be domestically processed into export flows. Global oil prices have fallen sharply amid the added near‑term supply pressure.

Fed's Hammack: important to communicate how we make decisions.