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Iran's foreign minister said global confidence in the US financial system is eroding and that the collapse in US government debt financing costs is only just beginning. He accused the US Treasury of having sought to impoverish Iran and said Washington is now powerless.

BofA strategists say US equity outflows and slowing global flows raise the risk of sharper volatility as markets and policymakers remain complacent about rising US Treasury yields. EPFR Global data show US equity funds recorded $14.2bn of outflows over the past three weeks, the largest since January. Global equity fund inflows averaged $7bn per week over the same period, down from $52bn in July. Despite oil topping $100/bbl and record diesel prices, the Fed is still discussing data-dependent rate hikes. BofA strategists, including Michael Hartnett, note that the 30‑year Treasury yield is at its highest since June 2007 and commodities have surged, yet there is little sign of market panic — a combination they call a recipe for heightened volatility. The team also warned that despite roughly $1.5 trillion invested in AI over the past three years, there is little evidence of broad-based productivity gains; total factor productivity has slipped below trend and has been highly correlated with consumer confidence over the past 50 years.