TD Securities revised its Fed rate expectation for September from unchanged to a rate hike.

At a Sept. 11, 2026 semiannual results briefing, Tianyue Advanced said heavy capex at its Shanghai Lingang and Jinan bases has increased fixed-asset depreciation and pressured current profits as part of a new-materials expansion phase. The company said 8-inch line capacity utilization is steadily rising and should continue to improve as downstream orders are released. Management said expansion will be order‑driven, not blind; it will prioritise yield improvement to dilute per‑unit depreciation and convert scale into profit. Expansion progress and utilisation remain dependent on customer qualification and order timing.

ICE data show speculative net long positions in Brent crude rose by 4,318 contracts to 265,753 in the week to Sep 8.