加拿大9月製造業新訂單月率 3.9%，前值-0.7%。

LME on-warrant inventory and canceled warrants: copper on-warrants 308,725 tonnes, up 11,200 t; canceled warrants 20,375 t, down 10,700 t. Aluminum on-warrants 199,775 t, down 6,500 t; canceled warrants 24,375 t, up 4,300 t. Zinc on-warrants 130,400 t, down 825 t; canceled warrants 12,225 t, up 825 t. Nickel on-warrants 259,092 t, up 228 t; canceled warrants 13,632 t, down 30 t. Lead on-warrants 233,225 t, up 2,525 t; canceled warrants 50,125 t, down 5,825 t. Tin on-warrants 3,025 t, down 25 t; canceled warrants 715 t, down 25 t.

San Francisco Fed President DALY said further Fed tightening may be necessary to reduce inf, noting persistent price pressures that are not confined to industries directly affected by tariffs or oil. She said an increasing number of firms report plans to pass higher input costs to consumers and that pricing willingness is strengthening. DALY said she supports a September rate hike and holding policy unchanged in October. On AI, she said AI infrastructure is raising prices in some areas but its overall effect on inf is so far modest and not broad-based; she expects AI to boost productivity over the long run but the timing is uncertain. DALY is not an FOMC voter this year.