据德国商报：欧洲央行执委施纳贝尔可能提前离任，转任国际货币基金组织。

Fed Governor Waller said mortgage and auto loan rates are not low and expects next month’s CPI and PPI to be at a “reasonable level.” He said the description of “loose financial conditions” chiefly reflects equity prices and that rates faced by ordinary Americans are not loose. Waller warned the U.S. cannot sustain a 3% structural fiscal deficit; while this need not trigger a “cliff,” it could push yields higher. He added fiscal pressures and AI-driven competition for capital are lifting yields, and some studies show the Treasury term premium has disappeared, which would also support higher yields.

Anthropic：Opus 4.8和Opus 5模型仍然受到影响。