美聯儲半年期報告：通脹仍處於高位，主要受關稅及中東戰爭、人工智能相關因素推動。

【PLUS專享日報】我國實現首次運載火箭一子級可控回收，商業航天板塊批量漲停。存儲芯片漲價對各國通脹的影響下半年或翻倍？

ING economists Marieke Blom and Amrita Naik Nimbalkar say in a report that if euro-area household saving rates fell back to pre-pandemic averages, it would release demand equal to about 1% of GDP. Household saving was 14.3% of disposable income in Q1 versus a five-year pre-pandemic average of 12.5%. If savings dropped to the US level of 10.2% (US Q4 2025), the euro-area GDP boost could approach 2%. Higher mortgage rates, slower credit growth and elevated precautionary savings are likely to keep consumption weak, but a shift from bank deposits into investments could underpin stronger spending and domestic demand over the coming years.