Indian trade official says 45% of India's exports to the US remain exempt from the 10% tariff introduced in July.

Thailand on Wednesday reaffirmed long-standing military ties with the US and said security cooperation would be handled separately from ongoing talks over US tariffs and would not be used as bargaining leverage. A government spokesperson said Bangkok is carefully assessing proposals in the trade talks and seeks a reciprocal deal that delivers fair benefits. Earlier reports quoted a Thai official saying Bangkok was preparing to warn the Trump administration that high US tariffs could force Thailand to scale back military cooperation, including joint exercises, and that stance is expected to be part of Thailand's counterproposal when reciprocal trade talks resume later this month.

美元： 1. 美国7月CPI通胀数据温和，债市料9月加息概率降至约四成。 2. 美国7月预算赤字激增，创2021年3月以来新高。 其他： 1. 英国二季度经济维持增长，但下半年料将转弱。 2. 越南央行警告称770亿美元资金缺口可能危及金融稳定。 3. 墨西哥在贸易谈判中寻求降低美国对北美汽车的关税。 4. 韩国加大房地产融资支持并放宽青年购房限制，以稳定楼市。 5. 新西兰联储调查：新西兰第三季度一年期平均通胀预期为2.6%。 6. 日本政府据悉支持央行更快加息，下一步行动可能在9月或10月。 7. 澳洲联储助理主席肯特：货币政策目前具有紧缩性。如果通胀风险成为现实，利率可能进一步上升。