RIA quoted Russian Deputy Foreign Minister Grushko as saying NATO exercises in the Arctic are preparations for military conflict with Russia.

Henan Daily reported the Export‑Import Bank of China’s Henan branch on Sept. 7 provided 60 mln yuan via a new-type policy financial instrument to Henan Yinjinda New Materials Co., earmarked to top up equity for an intelligent production-line project; the funding is expected to catalyze about 600 mln yuan of effective investment. State media said the targeted allocation is intended to steer financial resources toward private investment and bolster private capital confidence.

Alain Bokobza, head of global asset allocation at Societe Generale, says the US 10-year yield at 5.5% is a critical threshold: higher borrowing costs would outstrip earnings growth and begin to press equity valuations. He notes sizable global earnings upgrades this year have so far prevented a collapse in equity risk premia and that equities are not pricier than at the start of the year, but 5.5% is the level where further earnings revisions would likely be insufficient to sustain current valuations. Bokobza expects forthcoming Fed and ECB hikes to be modest and not aggressive enough to break the cycle or fully allay inflation concerns. J.P. Morgan’s Grace Peters and Barclays’ Emmanuel Cau have flagged a 5% 10-year yield as a psychologically significant level that could prompt stress in equity markets.