德國央行行長：德國經濟基本面強勁，如果宣佈的改革得以實施，民衆將感受到其積極影響。

Pantheon Macroeconomics chief markets economist Jonas Goltermann said in a note that US equities are showing increasing end‑of‑cycle signals and he expects a more sustained pullback over roughly the next year, accompanied by a decline in US Treasury yields. He added that despite two recent high inflation prints, market concern over the sustainability of the AI‑driven rally has eclipsed the inflation data. Goltermann noted this week’s simultaneous sharp falls in US stocks and Treasury yields—the first such move since the US‑Iran conflict began—matches the market pattern that can emerge when an AI boom starts to reverse.

Bank of Canada Governor Macklem said the BOC has not yet raised rates, but the longer it delays the harder it will be to ignore rising energy prices.