Poland's Ministry of Finance said after Wednesday's bond auction the government has covered roughly 73% of its total 2026 financing needs.

Goldman Sachs reports Anthropic's ARR topped $65bln in July 2026, versus $47bln in May and $9bln at end‑2025. ARR is still expanding at about 18% MoM despite the larger base. Goldman says markets have begun trading the "second derivative" — whether growth can further accelerate or will slow as the base rises. It warns that once ARR moves from sub‑$10bln into the hundreds‑of‑bln range, simply sustaining high percentage growth may deliver less marginal valuation support than earlier.

McKinsey’s head of UK consumer business Bogdan Toma said UK food and beverage inflation has fallen to 1.3%, the weakest in about five years, a level he views as unsustainable for retailers operating on low-single-digit margins. He said retailers are absorbing a large share of rising costs amid weak consumer demand and price flattening, compressing margins and creating mounting tensions that need to be resolved. Toma added that hot weather and supply-chain disruptions for many farm products could put upward pressure on food prices this autumn.