路透调查：预计巴西雷亚尔兑美元在12个月内贬值1.5%，至1美元兑5.23雷亚尔（8月调查时为5.20）。

JP Morgan strategists say consumer confidence and corporate profit growth appear to have bottomed, creating scope for a turnaround in European luxury stocks. Historically, following a trough in the University of Michigan consumer sentiment index, the European luxury sector has outperformed the broader market by about 9-12% over the subsequent 12 months. Despite ongoing earnings warnings and cautious guidance across consumer cyclicals, JP Morgan is currently overweight the luxury sector globally, citing a potential wealth-effect recovery.

乌克兰总统泽连斯基：德国提供的新一批防空援助将于本月交付。