President Milei on the 4th signed a decree amending the 2026 budget to increase funding for defense, military and intelligence services and to allocate resources to the foreign ministry for diplomatic action over the Malvinas (Falkland Islands). The decree adds ARS 217.954 bln (≈$145m) for the defense ministry and Army, Navy, Air Force and Joint Staff; ARS 30.519 bln (≈$20.24m) for the National Intelligence Secretariat; and adjusts the National Space Activities Commission budget to ARS 119.2895

Mediterranean tanker freight has fallen sharply: broker Riverlake says a 140,000‑dwt Black Sea→Med voyage slid from about WS570 in mid‑August to WS280 by early September; cross‑Med rates are down roughly 100 WS points since late August and another broker pegs levels near WS200. By contrast, traders report freight for Urals from Novorossiysk to India holding at about $18–20m per voyage, supported by shipowners avoiding Russian Black Sea ports on security grounds, which has reduced available tonnage and underpinned India‑bound rates.

加拿大8月Ivey季調後PMI 64.3，前值55.1。