波蘭央行行長格拉平斯基：如果長期CPI上升，可能會加息。

U.S. existing‑home sales fell 2% in August to a seasonally adjusted annualized pace of 3.98 million units, the slowest since June 2025 and matching that month’s pace, the National Association of Realtors said. The median existing‑home price rose 1.6% YoY to $429,100. Homes available for sale increased to 1.62 million units, the first time above 1.6 million since November 2019. NAR chief economist Lawrence Yun said mortgage rates move inversely with sales, adding that high rates have modestly reduced buying activity. Opendoor CEO Kaz Nejatian described the final two weeks of August as among the worst housing‑market stretches his firm has seen.

Independent macro research firm The Kobeissi Letter said the US economy is showing a complex convergence of market-relevant signals it calls "advance warnings" and urged investors to adjust positioning. The six signals: 1) President Trump proposing $5,000 one-off payments to all US adults; 2) oil prices back above $100/bbl; 3) US total debt surpassing a record $40 trillion; 4) inflation above 2% for 60 consecutive months; 5) one of the largest tech revolutions in modern history; 6) the Federal Reserve facing pressure to cut rates while inflation remains above target.