歐洲央行會議紀要：6月會議時的情況不再符合忽視能源衝擊的條件。

ECB ACCOUNTS: The current shock's impact may be shorter-lived than in the previous round.

Bernstein analysts say European beverage stocks are showing a solid rebound. Beer names Carlsberg and Heineken have risen as volumes show signs of recovery; Rémy Cointreau advanced after a well-received recovery plan. Spirits majors Diageo and Pernod Ricard are lagging. Bernstein prefers beer over spirits given continued weakness in the key US spirits market. Analysts add that valuations across the group look attractive at current levels.