据伊朗革命卫队旗下媒体Sepahnews：沙特阿拉伯支持的雇佣兵在被也门胡塞武装击败后，被迫撤退并逃离马里卜地区。

IRNA quoted Central Bank governor Hemmati saying US sanctions and economic pressure have mainly imposed income and trade restrictions and sought to amplify expectations and temporarily affect market sentiment. He said economic pressure is not a policy but a miscalculation that increases US calculation costs, citing Trump’s pledge to pay $5,000 to each American if Republicans win Congress as an example of those costs.

TD Securities says markets have largely priced in a September BOJ rate hike; the yen’s near-term direction will depend on how hawkish next week’s forward guidance is. If guidance omits consideration of October or December hikes, the yen could be sold down to the 157–160 range and weaken versus high-yield EM currencies such as the Indonesian rupiah. If BOJ Governor Ueda signals any pace faster than the current quarterly cadence, FX investors are likely to read it as hawkish. TD Securities adds that if post-September pricing implies policy rates reach around 2% by Q2 2027, the yen’s appeal as a funding currency for global carry trades would progressively diminish.