日本央行副行長內田真一：需要根據價格上行風險來判斷加息速度。

Capital Economics analyst Jason Tuvey says that despite a US‑Iran peace agreement, Gulf output faces its deepest contraction since the early 1980s. He forecasts Gulf GDP will fall about 5–6% in 2026, with Kuwait, Qatar and Bahrain the worst affected. Energy supply normalisation may stretch into 2027. Economic diversification will be harder and geopolitical alignments could be reshaped. Tuvey warns Gulf states may be incentivised to raise oil production, which could push prices toward about $50/bbl, and that the conflict’s end will still leave lasting economic effects.

日本央行副行長內田真一：行長植田和男的總體觀點與他之前討論的一致。