美联储柯林斯：最新PCE报告并未改变基本判断，当前货币政策仍具限制性，并将推动通胀逐步回落。

Market pricing on Thursday shows investors do not fully price a 25bp Bank of England hike until the MPC meeting in February next year. LSEG data show cumulative tightening priced by the Dec. 17 decision is 24.3bp, versus 36bp priced by the Feb. 4 decision. Pricing for the Sept. meeting implies under 4bp of tightening, equating to roughly a 15% chance of a hike; by comparison markets price about 24bp at the ECB’s Sept. meeting. UK July CPI rose to 2.9% on higher household energy bills, while the labour market remains moderate — the primary source of longer‑run inflation concern among MPC members.

After US President Trump on Aug. 27 signed an executive order renaming Lake Ontario "American Lake", Canada’s prime minister Carney posted on social media that the name Lake Ontario has more than 400 years of history, predates Canadian Confederation and the US Declaration of Independence, and will not be changed.