Mehr News Agency said vessels may transit the Strait of Hormuz if they accept Iran's agreement on the exercise of its rights.

Major banks and a Reuters survey expect the BOJ to hold policy at this meeting, with October the earliest likely window for a rate increase. JPMorgan and others cite slowing inflation and weak wages as reasons to pause; Citi says a clear October roadmap from Governor Ueda would be a strong hawkish signal but is unlikely in the near term. Several banks warn that insufficiently hawkish messaging could push USD/JPY toward 165, keeping intervention risk elevated, while some firms (Meiji Yasuda) still see scope for an accelerated hiking pace to counter inflation and yen selling. Market takeaway: a sustained yen rebound likely requires tightening from both the BOJ and the Fed; any October guidance or signs of faster tightening would be material for rates, FX and intervention probability.

The Russian Defence Ministry said Russian forces used land-, sea- and air-based long-range precision weapons and attack drones to carry out large-scale strikes on Ukraine between the evening of the 29th and early hours of the 30th. The ministry said targets included military airfields, defence-industry facilities and military communications and logistics centres in Kyiv, Lviv, Ivano-Frankivsk, Zhytomyr, Rivne, Vinnytsia and Dnipropetrovsk regions, which it said were involved in production, storage and transport of missile guidance systems and drones and supported air-defence monitoring. Ukrainian President Zelenskiy said the raids killed eight people across Ukraine and injured dozens.