ING analyst Chris Turner said that despite US inflation on Wednesday exceeding expectations, mounting concerns about AI-sector debt burdens pushed the dollar and US Treasury yields to give back earlier gains. Turner said the dollar did not rally as a safe haven and weakened as markets scaled back expectations for further Fed hikes. Narrowing Swiss interest-rate differentials made the Swiss franc the main beneficiary. He added investors will closely watch the debt positions of major AI bond issue

欧盟：将适时宣布欧盟-海湾合作委员会峰会的新日期。

Fitch US economics head Olu Sonora said the latest inflation report is a red‑light warning for the Fed. Energy inflation pushed the headline as expected, but the key problem is core inflation—particularly super‑core services inflation—remaining stuck above 3%. Higher energy costs are beginning to feed into broader services prices, raising the risk of a more persistent inflation surge. An end‑of‑month rate hike is now clearly under discussion, though December remains the more likely timing.