美聯儲FOMC經濟預期：2026年至2028年PCE通脹預期中值分別爲3.7%、2.3%、2.1%。（6月預期分別爲3.6%、2.3%、2%）

ECB President Lagarde said the US controls roughly 75% of global AI compute while Europe accounts for about 5%. If Europe moves to narrow that gap, required investment would go beyond chips and software to large-scale data centers, grid expansion, substations and supporting electrical infrastructure. Such a physical‑infrastructure build would raise demand for industrial metals—notably copper, aluminium and silver—making them potential indirect beneficiaries.

加拿大7月營建許可月率 -17.3%，預期-6.4%，前值由18.50%修正爲18.3%。