美联储理事沃勒：美联储不会为了帮助美国政府为财政赤字融资，而刻意维持低利率。

Weakening commodity prices and a surge in imports tied to data-centre construction have narrowed Australia’s goods trade surplus and could produce the first annual trade deficit since 2016. Fuel and equipment imports have jumped while exports have stalled; the government forecasts major commodity export receipts will rise only 3% in the current fiscal year. After years of mining-driven export gains, softer commodity prices are expected to weigh on export income. A return to deficit would likely pressure the AUD and tighten fiscal space.

Hong Kong stocks closed higher. Hang Seng Index rose 1.14%; Hang Seng Tech gained 0.94%. Innovative-drug sector led gains: China Biopharma (01177.HK) +6.5%, Kuaishou Technology (01024.HK) up nearly 8%, Tencent Holdings (00700.HK) +4.8%.