歐洲央行管委內格爾：通脹越高、預期持續高於目標水平的時間越長，第二輪效應風險就越大。

INVESTORS MORE THAN FULLY PRICE IN 3 BANK OF ENGLAND QUARTER-POINT INTEREST RATE HIKES BY END 2026 - OIS CURVE

Emerging-market equities swung Friday after US and Israeli efforts eased Iran war fears, sending oil down from near-four-year highs. MSCI EM index fluctuated following Thursday’s 2.7% drop, while EM currencies rose 0.2%, both set for weekly gains. Barclays’ Mitul Kotecha noted market calm is fragile amid volatile news. Oil eased after Trump ruled out ground troops and Netanyahu pledged no further strikes on Iranian energy facilities, following missile damage to Qatar’s Ras Laffan LNG hub. Reduced Fed easing expectations also weighed on sentiment.