新西兰联储：根据中央经济展望，委员们认为官方现金利率可能需要进一步上调。

RaboResearch said energy prices have continued to rise, yet U.S. and European 5y5y inflation expectations remain roughly anchored at central-bank targets. The correlation between energy moves and long-term inflation pricing is weakening; markets currently appear to trust central banks to keep long-term inflation anchored. RaboResearch offers an alternative: long-term inflation expectations may be shifting to reflect central-bank credibility, fiscal policy and institutional risk more than short-term oil shocks. It highlights fiscal-dominance risk — if markets doubt central-bank independence, long-term inflation pricing could undergo a sudden, non-linear institutional repricing. For markets, the current stable 5y5y supports policy credibility; but if energy stays elevated and fiscal risks rise, whether long-end inflation expectations and term premia remain muted will be the key watchpoint, and long-dated USTs’ reaction to oil/inflation shocks may better reveal if anchoring still holds than monthly CPI prints.

乌克兰前国防部长费多罗夫：Palantir(PLTR.N)首席执行官卡尔普将成为他新成立的国防科技公司的首位主要投资者。