歐盟委員會主席馮德萊恩：到2034年，歐盟對格陵蘭島的資金支持將翻倍。

Ukraine said it struck oil-processing facilities in Russia’s Perm region and Tatarstan overnight, resuming attacks after a U.S. special envoy visited Moscow last weekend. President Zelenskiy said long-range strike systems were used against refineries in Perm and Tatarstan. The strikes are part of an intensified campaign to degrade Russia’s refining and domestic fuel supply; they have sharply reduced motor‑fuel output and prompted Moscow to impose a temporary ban on most gasoline and diesel exports. Perm hosts a 260,000 bpd refinery owned by LUKOIL about 1,500 km east of Moscow; Tatarstan includes multiple refining and petrochemical plants, notably Tatneft’s Taneco (300,000 bpd) and independent TAIF‑NK (145,000 bpd).

JEFFERIES global economist Mohit Kumar says the firm has avoided long-dated Treasuries since July because it sees no easy exit path to the US-Iran conflict. JEFFERIES’ positioning indicators show market exposures are at extreme levels, making positioning the only current support for rates. Kumar warns that if US August CPI prints softer than expected, markets could see a reflexive short-covering ahead of the Fed meeting. US August CPI is due Friday; a Wall Street Journal survey pegs YoY CPI at 3.4%, unchanged from July.