Qantas Group reported on July 27 that FY2026 results to June 30 were hit by higher fuel costs linked to the Middle East conflict: pre-tax profit fell 13.8% YoY to AUD2.06bn (≈USD1.47bn) and net profit fell over 19% to AUD1.29bn (≈USD0.92bn). CEO Vanessa Hudson said fuel costs increased by AUD610m due to the fighting.

挪威统计局：挪威第二季度GDP环比增长0.7%，第二季度非石油GDP环比增长0.3%（路透调查为0.4%）。

All times Beijing. Sep 2 10:00 RBNZ rate decision: markets price a second consecutive 25bp hike to 2.75%; ANZ says another hike in October remains likely. Sep 2 21:45 BOC decision: markets expect a pause at 2.25%; Scotiabank projects the policy rate rising to 2.75% by end‑2026 and to 3.0% in early‑2027. Sep 10 20:15 ECB decision: markets price a 25bp hike to 2.50%; sources say the ECB does not intend to signal further hikes beyond September. Sep 17 02:00 Fed decision: CME FedWatch shows a 60.4% chance of no change in September and 39.6% chance of a cumulative 25bp hike; for October no‑change 45.7% and cumulative 25bp 44.7%. Sep 17 19:00 Bank of England decision: markets expect the base rate to remain at 3.75% for the rest of the year; LSEG currently prices about 23bp of hikes by year‑end. Sep 18 ~10:00 Bank of Japan decision: markets expect a 25bp hike to 1.25% in September; Goldman Sachs forecasts further hikes in Jan and Jul 2027 taking the policy rate to 1.75%. Sep 24 15:30 Swiss National Bank decision: markets expect a zero policy rate through end‑2027 with a first hike not until early‑2028; SNB executive councilor Tschudin said reintroducing negative rates is not ruled out if inflation warrants. Sep 24 15:30 Riksbank decision: minutes indicate further hikes this year remain possible if inflation stays above expectations; Nomura expects rates unchanged this year and a first hike in Mar 2027. Sep 29 12:30 RBA decision: market odds of a September hike have risen; Citigroup and ANZ expect a 25bp hike in November.