英国央行货币政策委员会：通胀预测面临的风险偏向上行，但根据伊朗战争的发展，前景仍有可能发生重大变化。

Suren Thiru, chief economist at the Institute of Chartered Accountants in England and Wales, said the Bank of England’s decision to hold rates was a pragmatic response after inflation undershot forecasts and renewed US‑Iran tensions threatened fresh price upside. He noted a 6-3 MPC split was narrower than expected and that inflation concerns currently outweigh growth worries, keeping a September rate hike live. Thiru said the rate path remains undecided; policy could stay on hold for the rest of the year with policymakers relying on hawkish rhetoric rather than additional hikes. He warned the longer the Iran conflict continues, the greater the risk the committee will lose patience.

澳大利亚6月季调私营营建许可年率 0.4%，前值13.2%。