Brazil's finance minister Durigan said the rise in public debt is driven by interest payments rather than by the primary balance.

State Street Global Advisors strategists said structural drivers of the gold bull market remain intact: record government debt levels, strong central-bank and Chinese retail physical demand, and rising geopolitical and economic uncertainty. They warned rising rates could further raise debt-servicing costs in major economies and worsen fiscal imbalances. China’s domestic gold price premium has surged this year; Jan–Aug consumer gold imports reached a record 1,141 tonnes despite higher prices. Strategists maintained their baseline forecast that gold will reach $4,750–$5,500/oz by end-Q1 2027.

China's Central Committee and State Council issued guidance directing full implementation of an "AI+" action. The policy mandates accelerated AI-driven transformation of traditional industries and rapid rollout of intelligent connected NEVs, AI-enabled smartphones and PCs, humanoid robots and other next-generation intelligent terminals. It calls for faster innovation in AI and digital-intelligence technologies, breakthroughs in basic theory and core technologies, and stronger, more efficient supply of compute, algorithms and data. Authorities will establish national pilot bases for AI industry applications and promote high-value application scenarios by region and sector. The guidance also requires technology monitoring, risk-warning and emergency-response systems to ensure AI safety, reliability and controllability.