U.S. Embassy in Beirut said Hezbollah remains unwilling to negotiate disarmament with the Lebanese government, the U.S. or Israel and is acting at Iran's direction. The embassy said it is already in dialogue with Beirut and that, should Hezbollah indicate readiness to hand over weapons, Washington could seek to narrow the parties' positions.

China International Capital Co said Fed Chair KEVIN WARSH adopted a hawkish tone at Jackson Hole, acknowledging inf remains elevated, reaffirming interest rates as the primary policy tool and saying he will 'act as needed.' He pointed to economic resilience, stable employment and loose financial conditions to justify a policy bias toward fighting inf, attributed 65 months of inf overshoot to the central bank, and corrected July’s ambiguous suggestion that markets should 'replace the Fed' in raising rates. CICC said the speech helps rebuild Fed credibility and markets have begun to price a marginal restoration of policy credibility. Warsh continues to argue that AI could reshape the economy and policy framework and is pushing reforms including reduced forward guidance. Market implication: the remarks raise the probability of a Fed hike this year but are not unambiguously negative — liquidity is not scarce now; what markets lack is policy discipline and predictability, and timely containment of inf would be supportive over the medium term.

US President Trump said the agreement with Venezuela is the largest oil deal in world history to date.