據英國金融時報：隨着一場外交危機可能將兩國關係拖至數十年來最低點，美國政府已就對巴西最高法院一名法官實施新制裁一事進行了討論。

China's National Bureau of Statistics said in a Jan–Jul 2026 market report released Aug 17 that new commercial housing sales area fell 11.8% YoY (0.2 ppt worse than Jan–Jun) and sales value fell 13.1% YoY, a 0.5 ppt narrowing. The report said property inventories continued to decline. Policymakers retain a year-long goal of stabilizing the real estate market; policy focus is expected to stay on accelerating existing measures—boosting housing consumption, unblocking first-/second‑hand housing replacement chains, and mobilizing stock land and completed-for-sale housing—to speed results. Entering the September–October season, policy effects plus supply of improvement projects and replacement demand may support marginal transaction recovery in core cities, but inter-city and project-level divergence is likely to persist in the near term.

日元重新成爲融資貨幣的邏輯仍在，日本央行7月繼續將政策利率維持在1%，低波動環境也鼓勵投資者重建空頭。彭博報道顯示，實際資金賬戶仍在賣出日元、配置高息貨幣。彭博數據顯示：日元3個月遠期隱含收益率約0.91%，巴西雷亞爾約12.64%，兩者年化利差爲11.73個百分點。但這只是理論套利空間，並非鎖定收益；匯率波動、套保成本和流動性衝擊都可能吞噬利差。此外，高盛表示，再次干預、央行加息或波動率跳升，可能迫使倉位集中平倉。