Canada's Prime Minister Carney said a trade agreement with India will be completed before the November G20 summit.

美聯儲將於北京時間週四凌晨2點公佈利率決議和經濟預期摘要，隨後沃什將舉行發佈會。雖然本月按兵不動已幾無懸念，但作爲沃什上任後的首秀，聲明指引、點陣圖等各方面仍充滿變數，“何時降息”與“重啓加息”之間的辯論亦愈發激烈，因而其表態尤爲重要。此外，今晚20:30將公佈美國5月零售銷售數據。屆時行情恐有顯著波動，敬請留意相關風險。點擊查看更多前瞻……

Fed officials signaled on Wednesday they may need to raise rates soon rather than cut, a sharp pivot amid rapidly rising inflation. Evercore ISI analyst Krishnan Guha said falling energy prices could ease inflation in coming months, but warned the rate outlook has decoupled from oil and the key uncertainty is whether underlying inflation will cool enough to avert eventual hikes. Guha flagged two additional upward pressures beyond energy: ongoing tariff pass-through and cost spillovers from a surge in AI infrastructure investment. Claudia Sahm, chief economist at New Century Advisors and a former Fed economist, said she does not yet see the usual triggers that would prompt a Fed response to supply-driven inflation — an overheated labor market or unanchored inflation expectations — but conceded the case for action is accumulating and that the Fed should be prepared to raise rates if conditions worsen. She added the Fed could move faster than it did during the pandemic inflation spike because the debate is already underway.