美国财政部长贝森特当地时间15日主持召开了金融稳定监督委员会的内部会议。在内部会议期间，委员会听取了财政部工作人员关于近期由财政部主办的跨部门地缘政治风险桌面推演的汇报，该演练旨在落实委员会促进经济安全的工作。委员会还听取了关于人工智能工作组工作的汇报，以及“人工智能创新系列”框架下由委员会与财政部联合举办的四场公私部门圆桌会议的简报。这些讨论旨在支持美国金融体系在技术变革加速时代保持持续强劲和韧性。随后，委员会听取了关于季度金融稳定监测报告的汇报，其中讨论了供应链风险、人工智能对劳动力和资本市场的影响以及网络安全问题。最后，委员会听取了关于即将发布的2026年度报告规划工作的汇报。委员会还投票批准了5月6日上次会议的会议纪要。

Reuters survey: economists largely expect the BOC to keep policy unchanged through 2027, though some do not rule out future cuts. Bank of America: core inflation near 2% and no signs of overheating mean the BOC is likely to stand pat even if the Fed resumes hiking. Royal Bank of Canada: economic improvement supports a wait-and-see stance; recent oil shock has not produced persistent inflation—BOC likely to hold for a sixth meeting. Oanda: absence of broad inflation diffusion and a gradual recovery reduce urgency to change rates; recommends continued caution. TD Securities: trade improvements and employment gains show resilience; oil-driven price rises have not spread—BOC expected to remain on hold. Scotiabank: no change expected at this meeting, but sees a 75 bps tightening window from Q4 into early next year if the rebound and inflation momentum continue. National Bank of Canada: expects no change to rates or the balance sheet, but will materially lower this year’s GDP forecast while raising headline inflation forecasts and modestly adjusting core inflation. Signal49 think tank: likely indefinite hold; forecasts only ~0.5% GDP growth this year and says weak energy prices and consumer confidence will constrain spending. BNY Mellon: recent core inflation and labour-market trends support holding; does not expect rate cuts before Q4 unless inflation unexpectedly falls. ING: threshold for materially hawkish action is high; no surprise likely unless oil rebounds to April–May levels.

美国至7月10日当周EIA原油库存 -169.2万桶，预期-259.4万桶，前值299.8万桶。