英國央行：Savanta8月調查顯示，未來一年通脹預期爲3.2%。

Oil jumped more than 6% on Thursday as Middle East tensions raised supply concerns, sending both Brent and WTI futures above $100. November Brent settled up $6.42, or 6.34%, at $107.63/bbl; October WTI rose $6.43, or 6.69%, to $102.48/bbl — the highest close since May 19 and the biggest one-day gain in nearly two months. Sources said Houthi forces took control of Yemen’s Mocha port on Thursday, a move that could further threaten Red Sea shipping. Recent tanker attacks in the Gulf have also constrained traffic through the Strait of Hormuz. Masabuni, head of business development at XS.com, said Houthi strikes on Saudi energy facilities introduce a new risk vector that could extend disruptions from Iran and the Strait of Hormuz to regional export routes, production sites and other energy infrastructure.

The ECB's projections assume oil at $89.5/barrel in 2026, $78/barrel in 2027 and $73.6/barrel in 2028.