日本央行审议委员高田创：认为2026年标志着新阶段的开始，届时加息将不会以固定节奏进行。

Nationwide Building Society data show UK house prices rose 0.2% in August to £275,465, reversing a revised 0.1% decline in July and marginally beating economists' 0.1% forecast. The reading points to some resilience in housing demand despite the economic impact of the US‑Iran conflict. Ample household savings and cost‑of‑living measures from Prime Minister Andy Burnham are supporting demand, but energy costs remain elevated and prices have fallen in two of the past four months, leaving overall sentiment vulnerable. The Iran-related energy shock has dented hopes of rate cuts; traders now price a 25bp Bank of England rate rise by year‑end. Speculation that new Chancellor John Healey’s first budget could include tax rises may further weigh on buyer appetite.

日本央行行长植田和男：希望在下次会议上讨论经济情景实现的可能性是否提高，以及通胀风险是否加大。