Australian headline capex spend for Q2 2025: +0.2% q/q (expected +0.7%, prior -0.1%)

PBOC sets USD/ CNY central rate at 7.1063 (vs. estimate at 7.1479). 7.1063 is the strongest for the yuan since November 6 last year.

Oil prices dip as summer demand wanes; US crude inventories fall 2.4M bbls. Watch $60 support.

China trade negotiator Li Chenggang in Canada: frank, pragmatic, constructive exchanges

New Zealand August business confidence 49.7% vs. prior 47.8%

Bank of Korea leaves its base rate unchanged at 2.5%, as expected

Nvidia dips on cautious outlook as cloud spending slows and China uncertainty lingers. Nvidia’s cautious China stance adds a geopolitical risk premium that could spill into broader AI sentiment.

US slaps 25% tariff on Indian exports, risking 1.6M bpd oil cut & price spikes. India defiant, prioritizing bargain Russian crude.