美聯儲主席沃什：在美聯儲任職的前四周裏，對資產負債表的看法沒有改變。

MERZ said on Iran that reconstruction in the region can be discussed, but a ceasefire is needed first.

Institutional analyst Jersey says the official appears committed to weakening the Fed's recent forward guidance. Market takeaway: a weaker guidance regime raises the odds of more frequent Fed surprises — even though the official told reporters in June he wants markets to guide policy — because an information vacuum in the Fed's reaction function increases the chance the Fed will act contrary to market pricing. Jersey cites September 2015, when markets had priced in an over 90% chance of a hike but the Fed held off amid other currencies' depreciation, as a precedent.