安联首席经济顾问Mohamed A. El-Erian分析称，英国财政大臣约翰·希利今日发表就任后的首次重要演讲，整体基调明显偏向乐观，并提出要将英国打造为“增长型英国”。他指出，在延续前任财政大臣里夫斯严格财政纪律立场的同时，希利扩大了经济政策视野，寻求释放地区投资潜力，尤其是推动英国北部地区的发展，并降低企业经营成本。 希利指出，如果政府的债务利息支出是一个独立的政府部门，其支出规模将超过国防部、内政部和司法部三者之和。不过，真正的考验在于，政府能否在借贷成本进一步上升、经济增长和公共财政承压之前，将上述政策主张转化为持久且可落实的政策。

Gold, down about 1% in the prior session, was slightly softer in early Monday trade near $4,425. Stronger-than-expected U.S. August payrolls and unchanged unemployment bolstered the case for a Fed rate hike at next week’s meeting. A firmer dollar and rising odds of a September hike—now ~60% versus ~50% early Friday—make dollar-priced, non‑yielding gold more expensive for buyers. Escalating Middle East tensions are adding inflation risk and concerns about prolonged energy supply disruption. Friday’s U.S. CPI will be watched for cues on Fed policy.

UBS has hired three former Nomura Holdings employees to boost cross-asset sales to Japanese institutional investors as rising domestic rates alter relative asset attractiveness. Takashi Kigami and Yuta Kitagawa joined UBS’s Tokyo securities unit this month; Masahiro Kubo joined about a month earlier. Salespeople with close institutional relationships are being targeted by banks and asset managers including Apollo and Blue Owl. UBS accelerated hiring in Tokyo after former Goldman Sachs partner Shinichi Yokote joined last year to lead its securities arm; at least five ex-Goldman Sachs staff have joined UBS this year in roles such as head of debt underwriting and co-head of FX sales.