1. 美聯儲理事庫克：若通脹持續，準備加息。 2. 美聯儲副主席傑斐遜警告能源價格飆升帶來的通脹風險。 3. 美聯儲古爾斯比：AI生產率預期升溫疊加油價上漲，或迫使各央行加息。 4. 工行、交行合計發債1000億元，國有大行資本補充再提速。 5. 北京：加強政府債務管理，強化中長期信貸供給，鼓勵保險、信託等機構提供金融服務。 6. 中國銀行發行歐洲首筆自貿離岸債。 7. 渣打助力QFI客戶完成首單國債期貨交易。 8. 福建省擬發行314億元地方債。 9. 富力地產：“H16富力5”“H16富力6”等5只債券自5月28日開市起停牌。 10. 日本擬發行“過渡債券”爲投資計劃融資。

ECB chief economist LANE said on Thursday that even if the Middle East conflict is resolved quickly, the resulting energy shock could have a lasting impact on inf. While oil prices have historically fallen back to prior levels after a sharp spike, the current episode may differ because countries are rebuilding inventories or adjusting energy mixes, leaving energy costs elevated. LANE said: "Global oil supply fell quite rapidly and sharply overnight, a gap that had previously been masked by inventories. Even if the initial energy shock begins to fade, second‑round effects will persist for some time." He added that policy lessons from past energy shocks include that rising energy costs can abruptly push up inf and trigger "various non‑linear" mechanisms that broaden price increases. "But this is different from the non‑linear case four years ago," he said, referring to the Ukraine war, when supply disruptions combined with strong demand from the post‑COVID restart to lift inf. LANE said central banks must acknowledge any major shock and its potential impact on inf, but should avoid overreacting when setting monetary policy.

Convera's George Vessey said in a report the pound has weakened as US-Iran tensions hit risk appetite and UK political uncertainty resurfaces. US forces struck Iran on Wednesday, and a win by potential challenger Andy Burnham in next month's UK by-election could trigger a prolonged leadership challenge to Prime Minister Starmer. "Overall, sterling appears increasingly fragile; recent resilience has given way to more vulnerable, risk-sensitive characteristics."