BTG/Nexus poll shows in a hypothetical second-round presidential runoff in Brazil Lula is projected to receive 47% of the vote, ahead of Flavio Bolsonaro on 46%.

A股PCB概念持续拉升，超声电子、天通股份双双涨停，英诺激光、嘉立创涨超9%，弘信电子、高斯贝尔跟涨。

China International Capital Co said the Fed should raise rates in September to preserve its credibility, calling that the decisive factor for policy. The firm said July FOMC member Waller’s deliberate ambiguity confused markets and helped push the US Treasury term premium from 0.65% at end-July to 0.9% by mid-August, forcing hawkish language at Jackson Hole. While softer data would have given the Fed room to wait, successive stronger-than-expected nonfarm payrolls and inflation have increasingly cornered policymakers. The report warned that if the Fed again refrains from hiking, markets may view prior hawkish signals as hollow, risking a deeper credibility crisis and loss of control in the Treasury market.