沙特领导的也门联军称，将坚决回应胡塞武装的攻击。

CITIC Securities said last week’s sharp fall in lithium prices was driven by SMM (Shanghai Metals Market) revisions to lithium carbonate inventory scope and sample coverage, which created a large weekly inventory spike, not by a material deterioration in industry fundamentals. It expects a September pickup in lithium-battery production to deliver substantial incremental demand while overseas supply additions lag, likely widening the supply deficit. Single-week inventory noise is unlikely to change the industry picture; CITIC views prices as clearly oversold and expects them to stabilise and rebound to 150,000-200,000 yuan/ton, supporting a recovery in lithium-sector stocks.

Yen approached its strongest levels of the year after extending gains following a break below the 155 handle. USD/JPY fell as much as 0.5% on Tuesday to 153.55; overnight the yen rose 1.2%, leaving it up nearly 4% this month and the best-performing G10 currency. Traders said there was no single catalyst—some cited thin liquidity during a US holiday, others pointed to acceleration after the break below 155. Rising bets on a BOJ rate hike and speculation that the Government Pension Investment Fund (GPIF) may rebalance allocations have also supported the yen; one trader said the 155 breach triggered large stop-losses and forced option dealers to sell dollars. NAB strategist Catrill said the overnight break of that support area clearly opens room for further yen gains and that USD/JPY could test prior lows near 152.27 and 152.10.