IEA月報：全球原油需求預計在第四季度增長120萬桶/日。

US mortgage rates rose to 6.49%, reversing last week's decline, as renewed US-Iran escalation raised concerns that oil prices and borrowing costs could climb. Freddie Mac said on Thursday its 30-year fixed-rate mortgage average rose to 6.43% from a week earlier; it was 6.72% a year ago. The conflict since late February has weighed on the housing market, and hopes that a prior ceasefire would ease geopolitical risk and stabilise borrowing costs have dimmed after this week's escalation. High mortgage rates are hindering buyers and may prevent sales improvement in 2026, and the current Iran situation could keep rates elevated, Realtor.com senior economist Joel Berna said.

歐洲央行會議紀要：儘管預測中已包含近三次25個基點的加息，但整體通脹率將在今夏進一步上升，並在2027年上半年仍遠高於目標水平。