俄罗斯第一季度GDP同比下滑0.2%，此前为-0.2%。

Magnitude 7 Metals will restart partial production at its idled Missouri aluminum smelter before year-end, adding about 75,000 tonnes/year to U.S. capacity. The company attributed the decision to Section 232 aluminum tariffs implemented under the Trump administration, which target imports used in autos, beverage cans and construction. The smelter was shut in 2024.

Bank of England Governor Bailey is scheduled to speak in Sintra this week and is expected to take a relatively relaxed tone. A global oil-price plunge has eased inflation pressures; institutional research projects inflation will peak near 3% and fall to about 2.3% next year, well below the BoE’s prior outlook, which could allow rates to be cut from 3.75% to 3.5% by June 2027. Markets will watch whether Bailey today effectively endorses that view and explicitly rules out further hikes.