現貨鈀金失守1400美元/盎司，日內跌幅1.08%。

Federal Reserve Governor Waller said he leans toward keeping rates unchanged if inflation continues to ease. His remarks pushed U.S. Treasuries higher, trimming yields about 3–5 bps across maturities, led by the two‑year, which is most sensitive to Fed moves. Markets had been pricing a Fed hike this month; the two‑year briefly topped 4.40% earlier in the week—its highest since Jan 2025—before falling as much as 7 bps to around 4.30%. The dollar slid up to 0.5% versus G10 currencies. Mischler Financial Group MD Tom di Galoma said Waller's comments gave the Treasury market "a breather" and that Waller "appears to be in the camp" favoring a hold ahead of more inflation data.

中國臺灣8月外匯存底 6019.04億美元，前值5942.7億美元。