澳大利亞7月標普全球製造業PMI終值 52，預期51.7，前值51.7。

MORGAN STANLEY upgraded South Korea equities to overweight from neutral, saying recent deleveraging improves entry points for AI and an industrial supercycle trade. Strategists led by Daniel K Blake estimate KOSPI has about 36% upside to their 9,000 target after large unwinds of crowded and leveraged positions. The index fell as much as 5.5% on Monday following a record 18% jump on Friday. Morgan Stanley describes the recent sell-off as mainly technical and says deleveraging of leveraged ETFs, hedge-fund leverage and retail margin trading is more than half complete. It sees KOSPI trading in a 5,500–10,500 range near term, and expects Samsung Electronics and SK Hynix to provide valuation support; industrials, defense and financials are likely beneficiaries.

Iraq on Sunday denied reports that US aircraft landed at the Ain al-Asad airbase in western Anbar province, calling the reports false and saying there was no official information to support the claim. Iraqi media had earlier reported that US aircraft had landed at the base.