截至9月8日当周，COMEX黄金投机者削减净多头头寸1,263份合约，至139,548份。COMEX白银投机者增加净多头头寸2,006份合约，至14,176份。COMEX铜投机者净多头头寸增加9,016份合约，达到82,017份合约。

Shipping data show Russia's seaborne grain exports fell 61.9% YoY in August to 2.0 mln tonnes, driven by a collapse in shipments via the Azov–Black Sea basin. Russia and Ukraine have sharply escalated attacks on each other's shipping; after drone strikes Russian authorities suspended navigation in the Sea of Azov in early July, and an Aug. 12 attack halted loading at Novorossiysk, Russia's largest Black Sea port. Seaborne grain exports in the first two months of the 2026/27 season fell to 4.2 mln tonnes from 8.0 mln tonnes a year earlier. Exports via Azov and Black Sea ports were down 73.1% YoY to 1.3 mln tonnes in August. Exporters are seeking alternatives including Baltic ports, but northwest Russian port capacity remains limited; Baltic shipments rose only to 276,300 tonnes in August.

A survey of 52 Bank of Japan watchers shows a Sept rate hike next week is fully expected (100%), and about 93% forecast a further hike by January (roughly one-third in Dec, the rest in Jan), indicating a clear acceleration of policy normalization. Views have swung sharply since July, when no respondents expected a Sept move. Upside inf risks and repeated calls for action from U.S. Treasury Secretary BESSENT helped fuel expectations for a Sept increase. Totan Institute chief economist Kato said the BOJ may signal roughly three-month intervals between hikes and markets will watch how strongly it hints it could act more frequently. About 46% expect an approximately quarterly pace, 36% expect a 4–5 month cadence, and the share expecting semiannual moves fell from 82% in July to 6%.