FT: Gulf oil producers seeking ways to export cargoes amid continued vessel attacks have driven a surge in crude tanker demand and pushed sale prices and charter rates to record highs, broker Braemar reports. Last quarter prices for new and newer second‑hand largest tankers rose to over $130m, the highest since 2008, while one‑year timecharter rates for supertankers reached historic highs. Producers moving to build or control their own fleets has tightened supply, lifting second‑hand and charter

JP Morgan now expects the BOJ’s next rate hike in September (previously October), adds a further move in December and raises its 2026 year‑end policy rate forecast to 1.5%. If the government’s fiscal stance does not change materially, JP Morgan projects additional hikes in April, July and December 2027, taking the year‑end policy rate to 2.25%. Markets have largely priced a September hike; a BOJ delay could raise volatility. JP Morgan’s underlying inflation gauge has risen into the mid‑2% range and fiscal expansion increases concern the BOJ is falling behind the curve; current policy rates remain low relative to economic fundamentals, implying a faster normalization path than previously assumed.

美联储戴利：我正在寻找更令人担忧的通胀迹象，但目前尚未看到。