歐洲央行會議紀要：自戰爭爆發以來，金融條件收緊帶來的抑制效應迄今爲止有限。

Fed minutes show policymakers still expect real GDP to grow robustly through the remainder of 2026. Multiple labor-market indicators point to a stable jobs market that does not appear to be a source of inflationary pressure. The June 17 statement was briefer than recent post-meeting releases, signaling imminent action by officials who have pledged to overhaul Fed communications; minutes say several officials agreed it is time to consider major changes to post-meeting statements.

CITIGROUP expects Brent to average $70/bbl in Q4 2026 and $65/bbl in 2027, conditional on a US–Iran agreement and the reopening of the Strait of Hormuz.