German government forecasts 0.6% GDP growth in 2028.

Societe Generale analyst Kunal Kundu expects India’s headline CPI to climb to 5.6% YoY in Sept 2026 from 4.8% in Aug, driven by broad-based food inflation and higher energy costs. Core CPI is forecast near 4.5%, signaling rising underlying pressure. Kundu warns that even if the RBI hikes in October, real policy rates would remain negative, implying the central bank may need to tighten further.

英国央行行长贝利：如果人工智能预期大幅修正，将可能引发冲击。