Amitabh Kumar, deputy secretary at India's Ministry of Commerce, said India expects the US will review anti-dumping duties on Indian solar products.

Glenmede head of investment strategy and research Jason Pride expects US inflation pressure to remain concentrated in food and energy and sees core CPI MoM likely to slow. The key market question is whether that pattern will begin to shift, especially if Middle East-related energy price volatility persists. Any signs of price-pressure diffusion would reinforce the Fed’s cautious policy stance; a mildly on‑target, subdued report would support the view that current inflation is transitory and supply‑driven rather than demand‑driven.

China A-share military equipment sector rallied; Chenxi Aviation surged over 10%. Beifang Changlong, Changcheng Military, Beifang Navigation, Construction Industry and Inner Mongolia First Machine also gained.