美國8月零售銷售月率 1.2%，預期0.8%，前值由-0.60%修正爲-0.5%。

The report says Agentic AI is shifting the digital world from application-centered to agent-centered. Agents continuously sense the environment, autonomously reason and decide, dynamically invoke tools and interact with humans in real time, with each step producing large-scale token generation and high-frequency flows. It projects global annual token consumption will rise 100,000-fold by 2035, with agent traffic accounting for over 90% of token volume, creating compute, network and cloud demands far beyond those of traditional internet applications. The report distills ten key propositions and research priorities around this assessment.

UK core output PPI (non-seasonally adjusted) rose 2.7% YoY in August; prior reading revised from 2.8% to 2.7%.