Barclays economist Bum Ki Son said the recent sharp won appreciation could weaken South Korea's favorable terms of trade and increase pressure on exporters, with non-tech firms likely hardest hit due to lower margins and greater FX sensitivity. He said the export boost from earlier won weakness should begin fading in September. USD/KRW has fallen about 5% over the past month to 1,370.83, the lowest since July 2025. Official data showed August exports remained strong, led by semiconductors.

美國法官裁定紐約州不得執行規模750億美元的氣候“超級基金”法案。

On Sept. 1 Iranian parliament speaker Ghalibaf said Iran will not permit US attempts to breach a memorandum of understanding by sending ships through the southern route of the Strait of Hormuz. He said pre-conflict traffic was at least 120 vessels per day and current transits are far lower. Ghalibaf said the strait is under full Iranian military control and that US efforts to send a small number of ships were met with Iranian resistance. He accused the US of falsely claiming vessels could pass while ships were being attacked, and said Iran has demonstrated battlefield control and that adversaries cannot stop its missiles; Iran will hold qualitative and quantitative superiority in the next phase.