Omdia forecasts Chinese panel makers will account for 65.2% of global automotive display shipments in H2 2026, up from 59% in H1 2026. The firm says this continues a long-term structural shift: Chinese makers’ share rose from 28.1% in 2019 to 56.6% in 2025.

Euro area ECB marginal lending facility rate at Sep 10: 2.90% (consensus 2.90%; prior 2.65%).

Oil topped $100/bbl on Wednesday for the first time since June after the US struck five Iranian crude tankers; Iran retaliated with missile strikes on US forces in Jordan and attacks on vessels. Japan, South Korea, Australia, Taiwan and Hong Kong stock indexes fell modestly as investors priced higher energy-driven inflation and elevated geopolitical risk. ATFX Global chief market strategist Nick Twidale said traders who had delayed selling in hopes of a Middle East peace deal may "trigger sell-offs as the reality of a prolonged conflict becomes apparent." The crisis shows no sign of abating as US and Iranian strikes occur near the Strait of Hormuz while Saudi Arabia remains engaged with Yemeni militants.