Taiwan export orders rose 71.4% YoY in August, beating consensus 63.9% and up from July's 61.9%.

INSS Iran analyst Danny Citrinowicz said Tuesday’s planned meeting between Trump and Gulf leaders could be one of the most important diplomatic gatherings in this phase of the conflict; Washington’s core question is how participants weigh re‑escalation versus a diplomatic exit. Bader Al‑Saif, assistant professor of history at Kuwait University, said Gulf leaders can only potentially persuade Trump if they speak "with a unified voice" and present "very, very specific demands."

Sources: As Black Sea shipping stalls, Russian firms including Ultramar are converting fertilizer and coal terminals at Baltic and Arctic ports to handle grain exports.