ICE data show Dutch wholesale near-month gas contract up 10% at €57.67/MWh.

BofA now expects the yen to appreciate roughly 6% by year-end after coordinated currency intervention. Analysts including Shusuke Yamada wrote on Wednesday that with joint US–Japan action and expectations of BOJ tightening in coming months, USD/JPY is seen falling from about 158 to 149, versus a prior year-end forecast of 152. They say intervention raises the bar for successfully defending the yen and may require macro policy follow-up—specifically faster rate hikes; moving in September rather than October would let the BOJ demonstrate it is ahead of the curve on upside inflation risk.

Shanghai Gold Exchange gold T+D closed down 0.14% at 922.7 yuan/gram in the evening session on Thursday, Aug 6; silver T+D closed down 0.88% at 15,013 yuan/kg.