Australia July seasonally adjusted building approvals MoM -3.6% (consensus -3.9%), prior +7.2%.

An Iranian military source cited by Tasnim dismissed U.S. assertions that last night’s action was intended to stop Iran laying sea mines in the Strait of Hormuz as fantasy and fabrication, saying the incident was unrelated to mine‑laying. The source said Washington has simultaneously claimed to have cleared all mines and to have prevented new deployments, and accused the U.S. of trying — unsuccessfully — to block Iran from punishing tankers it says violated rules. Iran said the alleged violating vessels were punished and that their regional bases were struck by Iranian missiles.

Al Arabiya TV reported Yemeni government drones struck Houthi positions, fortifications and vehicles in Bajim district, Saada province.