美國農業部：8月美國2026/2027年度大豆產量預期爲45.19億蒲式耳，市場預期爲44.72億蒲式耳，7月預期爲44.75億蒲式耳。8月美國2026/2027年度大豆期末庫存預期爲3.2億蒲式耳，市場預期爲3.04億蒲式耳，7月預期爲3.1億蒲式耳。8月美國2026/2027年度大豆單產預期爲52.7蒲式耳/英畝，市場預期爲52.9蒲式耳/英畝，7月預期爲53蒲式耳/英畝。

美國國防部長赫格塞思：哥倫比亞將加入美國反毒品卡特爾聯盟，授權與美國進行聯合軍事行動。

Average borrowing costs for emerging-market corporates have fallen to their lowest level relative to US corporates since January as global bond investors diversify into higher-yielding assets, driving outperformance. The split has pushed the yield premium of EM corporate debt over US corporate debt to its lowest since Jan. 26. Alan Shaw, co-head of emerging-market corporate debt at Ninety One, said three factors are behind the rally: oil companies filling supply gaps from the Middle East conflict, duration-related technicals, and fund flows into high-yield assets; he added the asset class remains underweight and that strong YTD returns and attractive risk-adjusted returns make it an interesting allocation opportunity.