巴西财政部长：我们承诺不维持人为价格水平。

Glenmede strategists Jason Pride and Michael Reynolds expect US June unemployment to remain at 4.3% and nonfarm payrolls to rise about 87k, down from May’s 172k. They say that, despite the slowdown, the labour market remains resilient amid low hiring and low layoffs. The pair note the Fed’s focus has shifted toward inflation, so the timing of any policy easing will depend more on inflationary pressure than on employment growth.

Rabobank analyst Jane Foley says the Bank of England is unlikely to raise rates this year and persistent political uncertainty would weigh on the pound. She said the BOE would only vote to tighten if there is clear evidence that sustained high energy prices are generating second‑round inflation. Potential next prime minister Andy Burnham has pledged to follow fiscal rules but left funding plans unclear; Foley warned political uncertainty could hurt business confidence, investment and growth. EUR/GBP is 0.8610; Rabobank projects 0.87 in one to three months.