IEA月報：2026年全球石油需求將下降250萬桶/日（之前預測爲下降160萬桶/日），原因是美伊談判在解決衝突方面陷入僵局。

Fidelity International euro-area economist Conor Parle said the ECB raised rates as expected to what Fidelity views as the top end of the neutral range and left the door open to further hikes to bring policy into mildly restrictive territory. Parle said recent resilient macro data strengthens the case for acting before above-target inflation becomes entrenched. He flagged German fiscal stimulus as growth-supportive but warned rising gas and fuel prices pose upside risks to inflation and will keep the ECB vigilant for broadening price pressures.

IEA monthly report: global oil inventories are drawing down at a record pace.