PILL, the Bank of England's chief economist, said on Thursday at an IMF meeting in Bangkok that investors should not interpret any future rate increase as the start of a renewed, stepwise tightening cycle like 2022–23, saying the current shock is different. He warned of a possible “hidden catch‑up effect” in which rising prices prompt higher wage demands and could sustain inflation, and said policy may need to remain restrictive for longer to counter that risk.

Zelenskiy said at Downing Street Ukraine experienced disruptions to Starlink satellite service and intelligence support over the past 24 hours and will raise the issue with the UK. He said Ukraine remains reliant on its U.S. partnership. The UK said Zelenskiy had been prepared to accept an energy ceasefire after U.S. President Trump called for one, but Russia subsequently continued strikes on Ukraine’s critical infrastructure; London reiterated it will continue to support Ukraine.

分析师Ben Casselman表示，通胀走高叠加薪资增长放缓，意味着美国人每小时劳动的实际收入缩水。经通胀调整后的平均时薪9月环比下降0.5%，同比下滑0.7%。这是实际薪资连续第六个月同比走低。当前平均实际时薪，恰好回到美国总统特朗普第二次就职时的水平。也就是说，自他重返白宫以来，美国民众的实际薪资整体零增长。未剔除通胀因素的名义时薪，自2025年1月以来上涨5.5%；而同期物价涨幅为5.44%。