China August trade surplus 809.3 bln yuan, up from prior 767.07 bln yuan.

Supply-chain sources say Intel has been raising PC CPU prices over the past year and is tentatively planning a further 10% increase in early October. The move, despite a forecast modest decline in the PC market in 2027, signals a priority on boosting gross margins rather than sacrificing price for share. Suppliers warn that using low-margin thresholds to cull products could force some SKUs out of the market; any freed demand may create opportunities for Arm-based vendors such as MediaTek and Qualcomm, especially in industrial PC (IPC), edge computing and IoT where Arm SoCs offer higher integration and lower power consumption.

美银数据显示，目前约有7万亿美元美债存量，绝大部分将在一年内到期。由于短债期限最长仅52周，其融资成本会随政策利率较快重定价。 若美联储年内累计加息75个基点，并最终完整传导至这批短债，简单静态测算为：7万亿美元×0.75%=525亿美元，相当于约15—16个基点GDP。作为参照，CBO基准预测已预计美国2026年净利息支出约1万亿美元、占GDP 3.3%，到2036年升至4.6%。