巴西雷亞爾即期交易中對美元貶值1.07%，報1美元兌5.445雷亞爾。

Since July’s style rotation the Chinese bank sector has rebounded, delivering positive absolute and relative returns. Public mutual fund holdings rose 0.92 percentage points to 1.93%, the highest since 3Q2025. CITIC Securities cites a convergence of style rotation, improved liquidity/flow conditions and stable operating expectations. Near term the sector may see increased volatility from flows; mid term it should be driven by fundamentals and allocation demand. CITIC expects the sector to be re‑rated from a high‑dividend defensive asset to a high‑certainty equity and forecasts upward valuation pressure through the year.

Fed official LOGAN said the labor market is in balance and could tighten slightly.