Oman's energy minister said Oman must diversify export corridors and explore alternative export routes, whether via Oman or Yemen.

Goldman Sachs expects a 25bp Fed hike in September. TD Securities expects a 25bp September hike. Citigroup expects a 25bp September move and expects rate cuts before mid-2027. China International Capital Co expects a 25bp September hike, citing benefits to Fed credibility. BNP Paribas SA expects a 25bp September hike plus two further 25bp increases in December and January. ING expects a 25bp September hike, describing it as a recalibration of policy rates. HSBC expects 25bp hikes in September and December. JP Morgan expects 25bp hikes in September and December. Deutsche Bank expects a 25bp September hike and additional 25bp increases in December 2026 and March 2027.

Elmar Voelker, senior fixed-income analyst at Landesbank Baden-Württemberg, said a spiral rise in bond yields is becoming increasingly tied to ECB monetary-policy considerations. He said the resulting tightening in financing conditions has effectively produced a monetary-tightening effect, which argues against a hasty further increase in key rates. However, he added that staff forecasts updated after last week’s September meeting suggest the ECB Governing Council is inclined to tighten further under current conditions.