美國2年期國債收益率升至自2024年7月以來的最高盤中水平，報4.741%。

At the midday close, onshore Chinese commodity futures' most-active contracts were mostly lower. SC crude jumped over 11%; asphalt, fuel oil and container freight (Europe route) rose more than 2%. On the downside, glass fell about 6%, soda ash dropped over 5%, caustic soda and Shanghai tin declined nearly 4%, synthetic rubber lost over 3%, while PVC, benzene and rapeseed meal were down more than 2%.

Monday: Canada Aug CPI; China Aug M2 (pending). India NSE closed for holiday. Tuesday: China Aug retail sales YoY and industrial production YoY; China all-society electricity consumption data due (monthly release around the 15th); UK unemployment data and claimant counts; Germany and eurozone ZEW surveys; France final Aug CPI; US ADP weekly payrolls to Aug 29; Canada July wholesale sales; US NY Fed manufacturing index. Wednesday: US weekly API crude stocks; UK Aug CPI and RPI; eurozone Jul industrial production; US Aug retail sales, import prices, NAHB housing index, business inventories; weekly EIA crude, Cushing and SPR stock updates. Also EU Commission President von der Leyen gives State of the Union address. Thursday: FOMC rate decision and Fed economic projections with press conference; Bank of England rate decision and minutes; SEC roundtable on 24-hour trading; Bank of Canada minutes. US weekly initial jobless claims, Aug housing starts and permits (annualized), Philly Fed index, pending home sales; weekly EIA natural gas stocks. China Aug Swift RMB share of global payments; eurozone final Aug CPI. Friday: Japan Aug core CPI; Bank of Japan policy decision and Governor Ueda press conference; Reserve Bank of Australia Governor testimony; US Aug industrial production and Conference Board leading indicators; Germany Aug PPI; euro area current account. Saturday: US Baker Hughes rig count to Sep 18.