美联储点阵图显示，总共19名官员中，只有18人提交了2026年和2027年的点阵图预测，只有17人提交了2028年和2029年的点阵图预测。在美联储点阵图公布前，市场早已预期，美联储主席沃什将再次缺席点阵图预测，目前暂不清楚哪位美联储官员加入沃什阵营，没有提交2028年和2029年的点阵图预测。

RABOBANK analyst Jane Foley said the Fed may seek to dampen rate‑hike expectations in its upcoming policy decision. The bank still forecasts a 25bp hike but warns the Fed risks undermining market confidence in further tightening because markets have over‑priced policy tightening for next year. Foley said the dollar could weaken in the near term, but a large sell‑off is unlikely given external vulnerabilities elsewhere — notably limited UK fiscal space and the euro area’s status as an energy importer. RABOBANK sees EUR/USD trading around 1.16 over the next 1–3 months.

Eurozone labour costs rose 3.1% YoY in Q2, down from 3.2% previously.