波兰央行行长格拉平斯基：波兰黄金储备增加至648吨。

On Thursday eurozone bond yields hit multi-year highs: German 10-year yield rose to 3.482%, the highest since 2011, and French 30-year yields climbed above 5.1%, the highest since end-2003. The 10-year French-German spread widened above 90bps, the most since 2012. The moves followed the ECB’s second hike this year and its warning that inf risks remain skewed to the upside, which pushed traders to raise bets on further tightening — markets now price about 60bps more tightening by the April 2027 meeting, up from roughly 51bps before the statement. Aberdeen economist Felix Feather said the key signal was the ECB’s acknowledgement that the economy is stronger and inf prospects more persistent than months earlier, and that the Governing Council appears less confident that 2.5% will be the terminal rate this cycle.

Indonesia faces greater wildfire and haze risk as an abnormal dry spell is forecast to persist through the end of September, with rainfall in parts of Sumatra and Borneo expected at about one-fifth of normal, the meteorological agency said. Forestry ministry fire-monitoring platform SiPongi reports more than 5,000 satellite-detected hotspots nationwide—well above typical levels for this time of year; hotspots are locations of elevated surface temperature that may indicate fires. The meteorological bulletin says hotspot counts are concentrated in central and southern Sumatra palm-oil growing areas and across much of Borneo, and that dry atmospheric conditions are aiding fire spread.