Vietnam August S&P Global manufacturing PMI 53.3, prior 52.9.

The Bank of Japan decision is imminent and yen traders are on high alert for possible government intervention. Markets note the BOJ meeting is followed by a three-day holiday, creating a low-liquidity window authorities could exploit. Yen extended gains into Thursday, underscoring pre-September 18 market tension; markets broadly expect the BOJ to hike at that meeting. Authorities intervened during a long holiday in April for the first time in 2024, and investors now suspect a similar move could occur during the Silver Week holiday immediately after the policy meeting. Commonwealth Bank of Australia strategist Samara Hammoud said Silver Week could magnify yen volatility as liquidity falls, and a rapid re-test of the prior USD/JPY intervention highs around the BOJ meeting would materially raise intervention risk.

日经225指数失守64000点，日内跌幅0.56%。