波兰央行货币政策委员Dabrowski：利率将在一到两个季度内保持不变；2027年第一季度后降息的可能性大于加息。

Jeff Currie, senior commodities strategist, says there is a very high probability U.S. retail gasoline averages reach $5/gal before the Nov. 3 midterm elections as product shortages have begun to spread upstream into crude. He warns refiners’ switching between diesel and gasoline output is draining operational flexibility and that strategic petroleum reserve releases that helped cover gaps show no sign of being replenished. Currie cautions U.S. diesel could rise to $7–9/gal and that the market is entering a dangerous, more structural phase as shortages synchronize across the energy complex.

德国总理默茨：加拿大比以往任何时候都更具欧洲色彩。