菲律宾央行行长：鉴于我们看到的经济增长放缓，我们可以在抑制通胀方面采取更温和的措施。

Suren Thiru, chief economist at the Institute of Chartered Accountants in England and Wales (ICAEW), said the 0.4% Q2 GDP rise was mainly driven by temporary factors—pre‑Iran‑war stockpiling, unusually warm weather and World Cup activity—rather than underlying momentum. He expects a clearer slowdown in Q3 as rising inflation and energy costs squeeze household incomes, and said a Bank of England rate increase in September remains unlikely given market expectations that weaker activity will help rein in inflation.

BARKIN: Firms have concluded that, despite uncertainty, they can no longer delay investment.