Mexico's vehicle exports in August totaled 300,475 units, while production reached 344,940 units.

强劲非农公布后，市场对美联储9月加息的定价升至约57%，短端利率继续围绕沃什的政策路径波动。与此同时，美国30年期国债收益率维持在5.25%附近，反映长端仍在消化通胀、财政供给与期限溢价。 财政部将于9月9日至11月4日，把10—30年期旧券的单次回购上限由20亿美元提高至至少40亿美元。但官方定位是改善长端流动性，并非设定收益率上限；回购也不等同于美联储QE，无法消除新增融资带来的供给压力。 因此，短端由加息预期牵引，长端则由供给、通胀和期限风险共同定价。当两端驱动同时变化，利率波动会通过久期损益、股票贴现率及美债抵押融资向其他资产传导。

The Baltic Dry Index (BDI) fell 53 points, or 1.4%, to 3,575, ending a three-day rise as Cape and Panamax freight rates weakened. The Capesize index (BCI) dropped 141 points, or 2.2%, to 6,286; Capesize daily earnings fell $1,283 to $53,508. The Panamax index (BPI) slipped 17 points, or 0.7%, to 2,431; Panamax daily earnings fell $157 to $21,878. The Supramax index (BSI) ticked up 7 points, or 0.4%, to 1,682, and the Handysize index (BHSI) rose 6 points to 906.