日本財務省：上週五與美國進行了協調性的日元買入干預，日本財務省與美國共同購買了日元。

As markets priced in a likely new round of US-Iran talks, international crude futures plunged after trading began on the 2nd. By 19:00 ET, NYMEX September WTI hit a low of $74.78/bbl, down $5.89 (-6.96%) from the prior close; ICE October Brent hit $81.55/bbl, down $6.38 (-7.26%). President Trump told media on Air Force One on the afternoon of the 2nd that the US will hold talks with Iran the next day; he had announced the previous day that he called off planned military strikes on Iran.

OPEC+ agreed to raise September crude output quotas by 188,000 b/d, a move that nominally cancels the group's 2023 voluntary cuts. The increase comes despite Iran-related hostilities constraining Middle East supply; the group has been lifting quotas monthly and plans to keep output steady for the rest of the year after September. The rise is largely symbolic for now, but normalization of Gulf flows could give Saudi Arabia scope to boost production and help rebuild depleted global inventories. Conflict-driven supply tightness is pushing up gasoline and diesel prices and raising market concerns about renewed inflationary pressure. OPEC+ will continue monthly meetings; the next is scheduled for Sept. 6.