【機構：歐洲央行的加息可能收效甚微】道富投資管理公司的分析師Simona Mocuta在一份報告中指出，歐洲央行加息的決定很可能收效甚微。這位首席經濟學家表示，與政策目標背道而馳的是，貨幣政策的收緊可能導致經濟疲軟——該做法更可能損害經濟增長，而非緩解通脹。“事實上，加息很可能無法有效抵禦由供給衝擊引發的通脹壓力。”她表示，鑑於工資通脹已得到良好控制，且消費者信心和消費支出低迷，無論如何，第二輪通脹效應的空間都十分有限。與此同時，該機構認爲，央行在今年秋季再次加息的可能性最大。

Bank of Japan Governor UEDA has been hospitalized and is expected to miss the June policy meeting and abstain from voting; his views will be issued via written statement. A deputy governor will chair the meeting and Deputy Governor Shinichi Uchida will lead the post-meeting press conference. UEDA’s absence is unlikely to alter odds of a rate hike, but raises market uncertainty over the clarity of BOJ messaging — a particular concern for bond and FX desks already trading large U.S.-Japan rate differentials that have pressured the yen. Market strategists note investors are accustomed to UEDA’s in-person communication cues, and his absence could complicate interpretation of policy intent and amplify volatility in fixed income and currency markets.

WBG raises 2027 US growth forecast to 2.1% from 1.9%.