Mercati Canada, Mexico to launch new security dialogue, reaffirm U.S. partnership Japan August headline inflation 2.7% (expected 2.8%) UBS expects 75bp more Fed cuts as Powell highlights labour market weakness UK consumer confidence slips on tax fears, outlook deepens gloom NAB expects the RBA will cut the cash rate in November and again in February New Zealand data: August trade balance is NZD -1.19bn (prior -578mn) China slashes US Treasuries stake, holdings sink to lowest since 2008 Preview - BoJ seen keeping rates at 0.5% as tariffs, U.S. slowdown weigh on outlook Chinese President Xi Jinping has agreed to speak with Trump, call scheduled Friday Japan’s Takaichi to propose tax cuts, cash payouts in LDP leadership campaign – Nikkei

Ecunumia (BB) Japan’s Inflation Slows Sharply on Subsidies Before BOJ Meet Foreign Holdings of Treasuries Climb to Record Level Hunt for New ASIC Chair Starts As Longo Says Won’t Seek New Term UK, Ireland to Replace ‘Troubles’ Bill in Boost to Relations Canada Ends Fight Against Some US Lumber Duties, Seeking Wider Deal Argentina Unemployment Falls in Reprieve for Economy and Milei French Protests Over Budget Raise Pressure on New Premier

Ecunumia (FT) Disney capitulation over Kimmel sparks fears for US media under Trump Reeves to face £18bn spending shortfall if bet on productivity gains fails Royal College of Psychiatrists calls for wider access to psychedelic treatments Trump says Afghanistan’s Bagram air base should be returned to US control Hyundai CEO calls for new US visa system for short-term workers Nvidia to invest $5bn in rival Intel Trump asks Supreme Court to let him fire Fed governor Lisa Cook

The Economist (finance)

The Economist (business)

Christophe Barraud Morning Brief: Donald Trump Tells EU To Hit China And India With 100% Tariffs; China Factory Deflation Eases; Poland Calls Emergency Meeting Morning Brief: U.S. Softens Its China Tone; BOJ Sees Chance of Hike This Year; Macron Looks For a New PM Morning Brief: U.S. Employment Report Debrief; Chinese Exports’ Growth Slowed; Focus on French PM Confidence Vote Week Ahead: ECB Meeting; U.S. And China CPI/PPI; BLS Revisions; French PM Confidence Vote; France Rating Update; Standing Committee of China’s NPC Meets; Apple Show Top 10 Macro/Financial Charts of the Week – w36 (2025) Morning Brief: Focus on U.S. Employment Report; China To Unveil Service Consumption Stimulus Measures; German Factory Orders’ Unexpected Drop Morning Brief: Fed’s Beige Book Shows Little or No Growth; China Eyes Curbs on Stock Speculation; Swiss Inflation Stays Above Zero Morning Brief: Amazon U.S. Prime Sign-ups Slow; Korea’s Inflation Eases; Japan’s Political Fragilization; European Bond Yields At Multi-Year Highs Morning Brief: Most Trump Tariffs Are Not Legal; Indonesian Stocks Fall On Political Instability; More Strikes Ahead In France Week Ahead: U.S. and Canadian Employment Reports; Eurozone and South Korea CPIs; Worldwide PMIs; Fed Hearing; China Military Parade; U.S. Congress Returns

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