新西蘭聯儲主席佈雷曼：極有可能在接下來的會議上上調官方現金利率。

Nick Timiraos reports Fed Chair Kevin Warsh wants to stop previewing future policy, but many colleagues say the Fed must explain how it will react to economic shifts. Warsh has sought to reduce public remarks, yet most peers have not followed suit: the Wall Street Journal counts at least 59 speeches, interviews or other public comments by 16 officials with one year+ tenure in the post-September policy meeting quiet period, roughly matching about 54 a year earlier. Warsh’s effort to change Fed communication is ongoing and proving difficult. Officials cite two opposing shocks to the U.S. economy—an energy shock from the Middle East war and an AI-driven investment boom—and are uncertain which force to target or how large a policy response should be. Even a chair more willing to speak for the committee would likely struggle to reconcile views under current conditions.

Mercedes-Benz cut its FY2026 outlook, forecasting industrial free cash flow slightly below last year and lowering projected adjusted return on sales for its automotive business to 2-3% from a prior 3-5%.