英国央行估计量化紧缩已使10年期收益率上升20-30个基点。

Federal Reserve Chair Kevin Warsh said the Fed's discussions and strategy carry no inertia.

BERENBERG analyst Andrew Wishart says Europe's Q2 activity showed resilience despite the energy shock, reducing the likelihood that policymakers must pursue preventive rate hikes to avert a wage-price spiral that would threaten jobs. He warns the Bank of England could still deliver a 25bp hike if energy prices rise further, but the lack of a rebound in labour demand means disinflation is likely to persist. Wishart expects the Bank of England to begin cutting in December, projecting the policy rate to fall from 3.75% to 3.0% by mid-2027.