Westpac chief economist Luci Ellis has brought forward her expectation for a Reserve Bank of Australia (RBA) rate hike to September, saying the governor's comments satisfied the conditions set at the August meeting for further tightening. She acknowl

1. Monday: ① Events: Speech by Chicago Fed President Goolsby (2027 FOMC voting member); Speech by Bank of Canada Governor Macklem; Vice Premier He Lifeng leads a delegation to the US for trade consultations from September 19th to 23rd. ② Holiday: Tokyo Stock Exchange closed for Respect for the Aged Day. 2. Tuesday: ① Data: UK August public sector net borrowing; UK September CBI industrial order balance; US ADP employment change for the week ending September 5th; Eurozone September consumer confidence index (preliminary); US September Richmond Fed manufacturing index. ② Events: Speech by RBA Governor Bullock; Speech by New York Fed President Williams (permanent FOMC voting member); Speech by Federal Reserve Vice Chairman Jefferson at the 2026 US Treasury Market Conference. ③ Holiday: Tokyo Stock Exchange closed for National Day. 3. Wednesday: ① Data: US API and EIA crude oil inventories for the week ending September 18; preliminary September manufacturing and services PMI readings for France, Germany, the UK, the Eurozone, and the US; ② Events: Speech by Richmond Fed President Barkin, a 2027 FOMC voting member; NYMEX crude oil October futures rollover, with the last floor trading session ending at 2:30 AM on September 23 and the last electronic trading session ending at 5:00 AM. ③ Holiday: Tokyo Stock Exchange closed for the Autumn Equinox. 4. Thursday: ① Data: Australia's August seasonally adjusted unemployment rate; Switzerland's central bank policy rate to September 24; Germany's September IFO Business Climate Index; UK's September CBI retail sales balance; Canada's July retail sales month-on-month rate; US initial jobless claims for the week ending September 19, Q2 current account, August new home sales (annualized), and EIA natural gas inventories for the week ending September 18. ② Events: The Swiss National Bank announces its interest rate decision; FOMC permanent voting member and New York Fed President Williams holds a fireside chat with former Bank of England Deputy Governor Charlie Bean at the London Macroeconomic Policy Forum; 2027 FOMC voting member and Richmond Fed President Barkin participates in a fireside chat at the Economic Club; 2026 FOMC voting member and Cleveland Fed President Hamack delivers opening remarks at a conference; 2026 FOMC voting member and Philadelphia Fed President Paulson speaks at a Fintech conference; a new round of price adjustments for domestic refined oil products will begin. ③ Holidays: The Seoul Stock Exchange in South Korea is closed for the Mid-Autumn Festival; the Shanghai Gold Exchange, Shanghai Futures Exchange, Zhengzhou Commodity Exchange, and Dalian Commodity Exchange will not have night trading sessions before the Mid-Autumn Festival. 5. Friday: ① Data: UK September GfK Consumer Confidence Index; Germany October GfK Consumer Confidence Index; US August Durable Goods Orders (MoM); US September University of Michigan Consumer Sentiment Index (Final); US September One-Year Inflation Expectations (Final). ② Event: FOMC permanent voting member and New York Fed President Williams delivers a speech. ③ Holiday: The Seoul Stock Exchange in South Korea is closed for the Mid-Autumn Festival; the Taiwan Stock Exchange, Shanghai and Shenzhen Stock Exchanges, Beijing Stock Exchanges, and domestic futures exchanges are closed for the Mid-Autumn Festival; the Hong Kong Stock Exchange will operate normally, but northbound and southbound trading will be closed. 6. Saturday: ① Data: Total number of US oil rigs for the week ending September 25. ② Event: 2026 FOMC voting member and Cleveland Fed President Hamak delivers a speech. 7. Sunday: ① Event: New Zealand begins Daylight Saving Time; its financial market trading hours and economic data release times will be one hour earlier than standard time.

1. Yichun Times New Energy Mining Co., Ltd. announced that the environmental impact assessment (EIA) approval process for the CATL Jianxiawo lithium mine project has recently been restarted. 2. The State Secretary of the Ministry of Industry and Mineral Resources of Mongolia stated that Mongolia's coal exports have reached 90 million tons to date, and are expected to reach 115 million tons by the end of the year. The country's annual coal export capacity remains between 90 million and 100 million tons. 3. Guangzhou Futures Exchange: The minimum order quantity for lithium carbonate futures contracts has been adjusted to 2 lots. 4. The Ukrainian Minister of Agriculture stated that approximately 30% of Ukrainian farmland is facing water shortages, leading to a delay in the start of winter planting. 5. Sources indicate that Saudi Aramco has informed at least two European refining customers that they will not receive any crude oil quotas next month due to the attack on a key Saudi-to-Red Sea oil pipeline. 6. Zhenyang Development (603213.SH) announced that, in order to reduce operating losses and improve plant performance, the company plans to temporarily shut down its 300,000-ton-per-year vinyl ester new material (PVC) plant. 7. The National Energy Administration and two other departments issued a notice to accelerate the stable production and supply of coal through multiple measures. The notice pointed out that efforts should be made to actively and steadily promote the resumption of production at coal mines, expedite the acceptance of coal mines undergoing joint trial operations, and promote a steady recovery in coal production to provide strong support for economic growth and energy supply. 8. According to an announcement from the National Grain Trade Center, entrusted by China Grain Reserves Corporation Oils & Fats Co., Ltd., a competitive bidding transaction for 543,000 tons of imported soybeans will be organized at 13:30 on September 22, 2026, at the National Grain and Material Reserves Bureau Grain Trade Coordination Center and the national grain trade centers in various provinces (autonomous regions and municipalities) connected to the network. The production years are 2023, 2024, and 2025. 9. Data from shipping survey agency ITS shows that Malaysia's palm oil exports from September 1-20 were 714,012 tons, a decrease of 12.8% compared to 819,141 tons in the same period last month.