【期貨熱點追蹤】阿曼近海"安全航線"遭導彈襲擊，霍爾木茲海峽避險邏輯徹底失效，戰爭險保費面臨全線重估，集運歐線的成本與避險溢價將如何演繹？

波蘭央行行長：波蘭加息的可能性大於降息。

BNY MELLON says markets expect the BOC to keep its policy rate at 2.25% and are unlikely to consider cuts before Q4. Recent core inflation trends and labour-market strength support holding rates, though an unexpected downward inflation surprise could bring easing back onto the agenda. Governor Macklem has said the bank is prepared to "take action" if inflation expectations shift. BNY MELLON adds that unless BOC communications prove materially more dovish or hawkish than expected, policy stability should be market-neutral.