美联储穆萨莱姆：加息最好是“提前且逐步的”，而不是“延后且大幅度的”。

Westpac chief economist Luci Ellis has brought forward her expectation for a Reserve Bank of Australia (RBA) rate hike to September, saying the governor's comments satisfied the conditions set at the August meeting for further tightening. She acknowledged tactical reasons to delay — August monthly CPI due next day, easing Middle East tensions, potential fuel excise adjustments or a weak jobs print could complicate timing — but judged hawkish signals to carry greater weight. Westpac expects a divided vote at the RBA as members differ on trend productivity, labour supply and the degree of labour-market slack; the underemployment rate has risen sharply.

PowerChina says new-type power grid will be a core growth pillar as 2026 — the opening year of China’s 15th Five-Year Plan — sees national "six networks" annual investment exceed 7 tln yuan. The company will prioritize water and energy businesses and shift resources to strategic emerging industries. Over the 15th FYP PowerChina aims to keep water+energy investment at or above 65% and have strategic-emerging businesses account for at least 70% of incremental investment. For 2026 water projects the firm has flagged >1,400 domestic "five-star" priority projects totaling about 1.7 tln yuan and roughly 150 international "five-star" priority projects totaling ~130 bln yuan, putting tracked water projects above 1,500. PowerChina says it will assign subsidiary chiefs and dedicated project teams to priority-list projects to boost bid-to-contract conversion.