ECB Governing Council member Nagel said Germany's current government spending must be treated as an exception.

BNZ says a September RBNZ hike is effectively certain and that the central bank will signal further tightening until the cash rate reaches or exceeds neutral; RBNZ’s published implied peak is about 3.5%. BNZ’s baseline is 25bps hikes at every meeting, taking the cash rate to 4.0% by May 2027. Downside risks include a sharper slowdown from a potential El Niño-driven recession, election-related delayed rebound and a broader global asset-price correction; upside risk is structurally persistent inflation that may ignore policy moves. BNZ cites RBNZ’s July wording that policy “may still need to further reduce monetary stimulus” and expects inflation to remain above target through mid-2027, forecasting Sep-quarter YoY CPI at 3.7% versus RBNZ’s 3.3%.

土耳其總統埃爾多安：非洲的糧食危機再次浮現，我們應主動採取措施，以防問題進一步升級。