【期货盯盘神器专属文章】市场深谈：Tuttle Capital Management分析师Tuttle认为，买黄金的时机往往是市场不想要黄金的时候。沃什上周五的表态压制了黄金，但他会把这种回落视为机会？点击阅读。

Shigeto Nagai, former Bank of Japan official and economist at Oxford Economics, now expects BOJ hikes in September and December this year and another in April 2027, lifting the policy rate to 1.75%. That path is faster and higher than his prior forecast of hikes in December this year and June 2027. He says the BOJ seeks to address yen depreciation and rising inflation expectations. Nagai adds he views the policy rate as unlikely to reach the market‑implied terminal slightly above 2%, and expects the 10‑year JGB yield to top out around 3%.

U.S. Health Secretary Kennedy said the new drug-pricing agreement includes $19.6 billion to reshore drug manufacturing to the United States.