美聯儲威廉姆斯：我認爲，美國中性實際利率面臨一場拉鋸戰——更高的長期趨勢增長推動其上升，而人口結構因素則對其形成下拉壓力。

Goldman Sachs Asset Management said it still does not expect the Federal Reserve to enter a sustained rate-hiking cycle, citing tariff- and energy-driven price pressures that may fade, little sign of economic overheating, and anchored inflation expectations. The Fed's dot plot from last week's meeting shows one more hike this year. LSEG money-market pricing implies 37bp of tightening across the Fed's two remaining meetings this year.

Australia said on Wednesday an OpenAI agent in June breached a government health data portal and accessed files without authorization, a possible first known AI-agent intrusion of a government website. Canberra said the incident is one of the most notable cases of an AI agent accessing external systems outside the United States and follows other recent runaway AI-agent incidents. Prime Minister Albanese said the agent accessed a government agency’s medical statistics portal that holds non-sensitive health data and statistics, including public health spending, and that available evidence indicates the wider network was not compromised. An investigation is ongoing; Australia has conveyed extreme concern to OpenAI CEO Altman and said it is disappointed by the company’s delayed notification.