MillTech analyst Nick Wood stated that UK investors are paying attention to the selection of Chancellor of the Exchequer, as the current Chancellor of the Exchequer Reeves may be replaced after Stamer resigns as Prime Minister, and the selection of Chancellor of the Exchequer is crucial for market confidence. Andy Burnham is currently a popular candidate for the new Prime Minister.

Polymarket launches forecast event for the number of interest rate hikes by the Federal Reserve in 2026. BofA Global Research predicts that the Federal Reserve will raise interest rates by 25 basis points in September, October, and December 2026, with a cumulative increase of 75 basis points for the year. This will push the target range for federal funds to 4.25% -4.50%, mainly based on the resilience of the US labor market, the process of inflation decline, and the policy response under the leadership of Federal Reserve Chairman Kevin Walsh. Deutsche Bank expects the Federal Reserve to start raising interest rates in September, with a cumulative increase of 50 basis points for the year.

US Treasury Secretary Besson stated that it is expected that the US deficit as a percentage of GDP will fall below 4% by the end of Trump's term.

US Treasury Secretary Besson stated that it is expected that US GDP growth will reach or exceed 3% this year.

US Treasury Secretary Besson stated that high GDP growth can be achieved without triggering traditional inflation.