澳洲联储助理主席亨特：如果有迹象表明通胀将更强，委员会可能需要提高利率。

Independent macro research firm The Kobeissi Letter said retail inflows into semiconductor ETFs have fallen to about 1 std dev below the past 12‑month average, after dipping to roughly 2 std dev below in mid‑June. The metric remains well under peaks in Nov 2025 and Mar 2026, when retail inflows reached about +3 std dev. Retail buying of individual semiconductor names last month dropped to more than 2 std dev below the historical norm. Retail purchases of semiconductor stocks and ETFs are markedly lower than before the June–July selloff. AI-driven trading remains highly dynamic.

Panama Canal administrator Ilya Espino de Marotta warned drought could force further reductions in daily transits to as low as 27 ships in coming months, below the current constrained level of 32. The potential cut is based on Panama Canal Authority simulations using 1997 (the driest year on record) rainfall patterns and described as a "worst-case" scenario; climate change is shortening the return period for severe low-water events to roughly every three years. The canal, which handles more than 3% of global trade, saw transit demand surge earlier this year amid Middle East tensions, pushing daily usage above its typical 36 ships (spikes to about 40) and raising passage costs via the authority's daily auction. Authorities reduced daily transits to 32 from mid‑September to avoid stricter limits during the Dec–Apr dry season; a further cut toward 27 would intensify pressure on global shipping capacity and freight costs already strained by recent geopolitical disruptions.