Japan's 30-year government bond yield rose 1bp to a record 4.24%.

Mobility Global data show gasoline-only models accounted for 49% of global new-car sales in 1H2026, the first time below 50% and down from 73% in 2021 (–24 percentage points). The overall new-vehicle market contracted about 5% in 1H; gasoline-only sales declined at roughly twice that rate. Industry participants attribute the accelerated shift to sharp fuel-price rises following the Middle East conflict, prompting consumers toward lower running-cost models. Regionally, China gasoline-car sales fell 26% YoY (largest drop), Europe fell 13% YoY. Battery-electric vehicle (BEV) sales rose: Europe +32% YoY to 1.81 mln, Southeast Asia +81% to 350k, Oceania doubled to 110k.

FOXCONN expects AI-related business to continue growing in Q4 and flagged risks from volatility in the global political and economic environment.