南非央行：2026年核心CPI預期爲3.8%（前值3.7%），2027年核心CPI預期爲3.7%（前值3.7%）。

COMMERZBANK rates strategist Rainer Guntermann said money markets expect the ECB to hold rates on Thursday and President Lagarde has not precommitted to a September hike, a dynamic that could ease euro-area government bond markets. He added Lagarde may still leave the door open to a September move. German 10-year Bund yields, near this year’s high around 3.2%, should provide support, while tomorrow’s PMI and recent energy-price swings add uncertainty to the rate outlook.

南非蘭特兌美元超過2%，爲新興市場表現最差貨幣。