摩根大通全球固收負責人米歇爾：將對鷹派或鴿派傾向感到驚訝。

Rabobank strategist Jane Foley warns sterling could weaken if the Bank of England signals caution on further hikes and a Thursday by-election raises political risk. Wednesday’s softer-than-expected UK inflation print has heightened debate over whether the BoE will extend a wait-and-see stance. A win for Andy Burnham could prompt a challenge to Keir Starmer; Burnham’s leftward stance and the prospect of replacing fiscally conservative Reeves may unsettle the gilt market and disrupt sterling.

China's Ministry of Industry and Information Technology and MOFCOM, together with the NDRC, Ministry of Agriculture and Rural Affairs and the National Energy Administration, will organize a 2026 NEVs-to-the-countryside campaign. The notice directs expansion of old-for-new vehicle trade-in activity in rural areas, requires dedicated trade-in zones within the campaign, and mandates promotion of subsidy policies while providing one-stop services — old-car inspection, valuation, recycling and subsidy-application handling — to raise policy awareness and coverage and make it easier for rural consumers to claim subsidies. Rural consumers who trade up to NEVs may apply for the vehicle old-for-new subsidy per policy requirements and are not subject to limits on the number of subsidy entitlements.