德國智庫ZEW：8月份預期的積極趨勢進一步鞏固，這可能與良好的季度業績和近期高水平的出口有關。

Rob Arlett said President Trump and Israeli premier NETANYAHU share the same end goal in Gaza—Hamas must not be responsible for Gaza’s security, military or political affairs—but diverge on sequencing. Trump favors a phased approach of gradual de‑escalation and disarmament; NETANYAHU prefers complete disarmament before further action. Arlett said Trump’s stance is partly driven by legacy ambitions, including pursuing a Gaza peace deal and agreements with Iran and others. Domestic politics—an imminent Israeli election and upcoming US midterms—complicate both leaders’ positions, and NETANYAHU understands Trump holds the initiative in the relationship.

China grain-themed ETFs rallied after volatile trading. Pu Yin grain ETF gained over 7%; grain ETFs from Southern, ChinaAMC, E Fund and GF rose more than 6%.