State media quoted acting defense minister Reza saying some US officials wrongly believe repeated threats can erode Iran’s resolve; he argued such repetition signals a paralysis in opponents’ intelligence and analysis rather than credible deterrence.

UK Prime Minister Burnham will tell business leaders on Monday the government will be a partner for economic growth and said a cultural shift is needed to encourage entrepreneurship. He will hold a roundtable with entrepreneurs from AI, fintech, healthtech, manufacturing and quantum computing, then host top corporate executives at a Downing Street reception. Downing Street said the event will focus on how government can simplify starting, scaling and investing in companies while ensuring growth benefits local communities. On Sunday Burnham said the UK has the talent, universities and visionary communities required but must change the way business operates to unlock its full potential.

Internationally: 1. Goldman Sachs: Now expects the Fed to raise interest rates by 25 basis points in September. 2. Goldman Sachs: Maintains its year-end gold price forecast of $4,900, but faces significant upside risks. 3. JPMorgan: Expects the Fed to raise interest rates by 25 basis points each in September and December 2026. 4. UBS: Gold investors may already be focused on the Fed's future actions. 5. Barclays: If the Fed holds rates steady or adopts a dovish stance, the dollar may come under pressure. 6. BNP Paribas: Expects the Fed to raise interest rates three times between September 2026 and January 2027. 7. Deutsche Bank: Expects the Fed to raise interest rates a total of three times by March next year. Domestically: 1. CICC: From the perspective of maintaining the Fed's credibility, a September rate hike is the best course of action. 2. CICC: Raises its 4Q26 Brent oil price forecast to $85 per barrel. 3. CITIC Securities: The Fed's rate hike is imminent, and A-shares may see a rebound. 4. CITIC Securities: Rate hike expectations are fully priced in, and gold is expected to bottom out and rebound. 5. CITIC Securities: Vera Rubin will drive another round of AIDC power supply growth. 6. Huatai Securities: US CPI exceeds expectations, making rate hikes a "must-have". 7. Orient Securities: The bond market in September may maintain a range-bound trading pattern overall, with seasonally weakening credit bond allocation. 8. Tianfeng Securities: Short-term adjustment pressure on precious metals has not yet been relieved. 9. CITIC Securities: Shipping cycle paradigm reshaping; pay attention to express delivery peak season prices. 10. Huatai Securities: Hong Kong stocks are racing between fundamentals and discount rates; dividends and innovative drugs are the top picks. 11. Anthropic calls for slowing down the development of advanced AI models; Zheshang Securities: Medium- to long-term positive for AI applications and AI terminal companies.