Trump says the US will no longer sell products from Canadian aircraft maker Bombardier.

Mainland A-share markets closed higher. Shanghai Composite +0.07%, Shenzhen Composite +1.91%, ChiNext Index +3.41%, Beijing Stock Exchange 50 +0.85%, STAR 50 Index +2.42%. Combined turnover on Shanghai and Shenzhen was 1.95 trillion yuan, down 84.6 billion yuan from the prior session. Advance-decline breadth was strong, with over 3,100 stocks rising. Media names led gains, including Longban Media (sixth straight daily limit), China Publishing (two straight limits) and Duzhe Media (limit-up). The CPO-related sector outperformed, with multiple stocks intraday hitting limit-up such as Taijin Xinneng, Xunjiexing, Gongjin Co., Bomin Electronics and Jianqiao Technology; Zhongji Xuchuang, Zhongshi Technology and Hengdong Guang jumped. Non-metallic materials rallied in the afternoon; Changjiang Materials and Kuncai Technology hit limit-up, and Taili Technology briefly hit a 20% limit. Precious metals underperformed, with Hunan Silver, Sichuan Gold and Zhaojin Gold down sharply. Coal-mining names lagged, led by China Coal Energy, Zhengzhou Coal & Electricity and Shanxi Coking Coal.

1. Monday: ① Data: Germany's July seasonally adjusted industrial production month-on-month; UK's August Halifax seasonally adjusted house price index month-on-month; Switzerland's August seasonally adjusted unemployment rate; Eurozone's September Sentix investor confidence index, Eurozone's final Q2 GDP annual rate, Eurozone's final Q2 seasonally adjusted employment quarter-on-quarter rate; China's August foreign exchange reserves. ② Holiday: US and Canadian stock markets are closed on Monday for Labor Day; gold, silver, and oil trading ends early. 2. Tuesday: ① Data: Japan's July trade balance; Germany's July seasonally adjusted trade balance; France's July trade balance; US August NFIB small business confidence index, US August New York Fed 1-year inflation expectations; China's August trade balance in US dollars; China's August trade balance. 3. Wednesday: ① Data: China's August CPI year-on-year; France's July industrial production month-on-month; US ADP employment change for the week ending August 22. 4. Thursday: ① Data: US 10-year Treasury auction (ending September 9) - winning yield, US 10-year Treasury auction (ending September 9) - bid-to-cover ratio, US API crude oil inventories for the week ending September 4; Germany's final August CPI month-on-month rate; Eurozone ECB deposit facility rate (ending September 10), Eurozone ECB main refinancing rate (ending September 10); US initial jobless claims for the week ending September 5, US August PPI year-on-year rate, US August PPI month-on-month rate, US August existing home sales (annualized), US July wholesale sales month-on-month rate, US EIA natural gas storage for the week ending September 4; China's August M2 money supply year-on-year rate. ② Events: EIA releases its monthly Short-Term Energy Outlook report; OPEC releases its monthly oil market report; Apple holds its fall product launch event, themed "A New Chapter, A Dazzling Start"; ECB President Lagarde delivers a speech at the Bundesbank's official dinner; TSMC releases its August 2026 revenue report; ECB President Lagarde holds a monetary policy press conference [simultaneous interpretation]. 5. Friday: ① Data: US EIA crude oil inventories for the week ending September 4th, US EIA Cushing, Oklahoma crude oil inventories for the week ending September 4th, US EIA Strategic Petroleum Reserves for the week ending September 4th; UK July three-month GDP month-on-month rate, UK July manufacturing output month-on-month rate, UK July seasonally adjusted goods trade balance, UK July industrial production month-on-month rate; Swiss August consumer confidence index; US August unadjusted CPI year-on-year rate, US August seasonally adjusted CPI month-on-month rate, US August seasonally adjusted core CPI month-on-month rate, US August unadjusted core CPI year-on-year rate; US September one-year inflation rate expectations preliminary value, US September University of Michigan consumer sentiment index preliminary value. ② Events: A new round of domestic refined oil price adjustments will begin; IEA releases monthly oil market report. 6. Saturday: ① Data: US total oil rig count for the week ending September 11th. ② Events: ECB President Lagarde delivers a speech.