State Bank of Pakistan expects inflation in FY2027 to be in a 5-7% range.

China International Capital Co raised its 4Q26 central Brent forecast to $85/bbl from $80/bbl in June. The research note cites a slower-than-expected Middle East crude restart since Q3 and a recent escalation in regional tensions that are prompting markets to re-price the persistence of Middle East supply losses, lifting the oil supply floor. End-user demand remains weak and summer recovery should not be linearly extrapolated; if oil tops $100/bbl a demand peak could emerge. The revision reflects a more persistent supply shortfall and lower inventories. In product markets, near-term crude and freight increases are compressing Eurasian refining margins; gasoline cracks face downside pressure from current high levels, while overseas diesel shows structural tightness and crack resilience.

现货黄金短线走低16美元，先报4275.85美元/盎司。