印度7月经济报告：如果近期全球原油价格的回升持续，可能会重新成为财政赤字和经常账户平衡融资的压力来源。

汇丰控股：将德国评级从中性上调至超配。

BNP Paribas Markets 360 expects the Fed to hold rates, while not ruling out a surprise hike. Its baseline is one hike in December, but it sees a substantial risk the FOMC will harden inflation wording in the statement, effectively putting a September rate move back on the table. Wording on price stability will be the focal point; the statement is likely to indicate a readiness to act if needed. BNP Paribas warns absence of such language would not preclude a September hike, nor would inclusion guarantee one. At the press conference, the Fed speaker is expected to follow June’s pattern — brief opening remarks, concise answers and very limited forward guidance — and, if the statement is largely unchanged from June, opening remarks should mirror his congressional testimony on inflation, labour-market data, the outlook and the commitment to restore price stability.