Moderna(MRNA.O)股价一度转涨，最新下跌0.5%，此前跌逾9%。

The Bank of Japan is expected to hold policy at Friday’s meeting while declaring its near-14-year push to hit a 2% inflation target largely successful and flagging upside inflation risk, keeping the option of a December rate hike open. Officials are likely to avoid firm guidance on timing or pace, preferring a gradual tightening to balance inflation overshoot risk against the danger of disrupting strained markets, according to people familiar with BOJ thinking. The BOJ may nudge up next fiscal year’s inflation forecast in its quarterly report and signal that underlying inflation is roughly at the 2% target. Policymakers will weigh incoming data and market moves when deciding between a December or January rate increase. Mitsubishi UFJ Morgan Stanley Securities’ chief fixed-income strategist Naomi Muguruma called the moment pivotal, saying the BOJ must both press the accelerator and apply the brakes.

Capital Economics says global inflation YoY rose from 2.6% in January to 3.6% in August and is likely to worsen, driven mainly by elevated energy prices. It forecasts Brent crude at about US$100/bbl through early 2027, which will lift fuel inflation, while higher gas prices will push household energy inflation across most advanced economies. Together these pressures could push global inflation above 4% by early 2027.