日本7月未季調商品貿易帳 -6345億日元，預期-6800億日元，前值由-4069億日元修正爲-4099億日元。

CIMB economists say Bank Indonesia could raise policy rates by 25 bps in Q4 if external shocks and inflation once again pressure the rupiah. They note a narrowing current-account deficit may support the rupiah in H2, but the Fed rate path, a stronger dollar and oil remain key external drivers. Domestic inflation risks are skewed to the upside due to El Nifio-driven food risks and potential Middle East energy-price volatility. With growth expected to slow in H2, CIMB expects BI to remain patient while closely monitoring global rates and the currency.

Morgan Stanley raised its PT on Moderna (MRNA.O) to $89 from $39.