Inflation Risk - Bank of England rate-setter Catherine Mann warned of "very clear upside evidence" of UK inflation lingering above the central bank's 2% target for longer [1]

Interest Rate Outlook - 预计美联储将在 9 月份降息 25 个基点[1] - 预计未来 3-6 个月内将进一步降息[1] Market Impact - 市场看涨情绪[1]