The Baltic Dry Index (BDI) rose 44 points, or 1.5%, to 2,926 on Tuesday, its highest level since Aug. 12, driven by freight gains across all vessel classes. The Baltic Capesize Index (BCI) gained 92 points, or 2.0%, to 4,735, its strongest since Aug. 11; Capesize average daily earnings rose $840 to $39,442. The Baltic Panamax Index (BPI) climbed 35 points, or 2.0%, to 2,166, marking a third straight session of gains; Panamax average daily earnings increased $318 to $19,496. The Baltic Supramax I

Nine policy committee members were split at the August meeting; several said upside inflation risks could make further rate rises necessary. Other members judged the current cash rate of 4.35% is working and preferred to give more time to assess the economy. Minutes said upcoming data must show inflation is likely to return to the 2–3% target band within a reasonable timeframe. The committee flagged the Middle East conflict, a global AI and data‑centre investment boom, and weak productivity as key risks, while some members described those risks as uncertain and recent economic flow as allowing policy to remain on hold. Market pricing implies a 13% chance the RBA lifts the cash rate to 4.6% at the Sep 28–29 meeting and roughly a 67% probability of another hike before February.

市場消息：泰國官員稱，美國海軍航母亞伯拉罕·林肯號將在下週停靠泰國，此前已被部署至伊朗戰爭區域。