The yield on Japan's 5-year government bond rose 0.5 basis points to 2.125%.

Goldman Sachs derivatives trader Shawn Tuteja points out that US stock market sentiment has shifted significantly in the past two weeks. Previously, investors were primarily concerned with the Federal Reserve, long-term bond yields, geopolitical risks, and stock supply. Now, however, a "win-win" expectation is gradually forming regarding the September FOMC meeting: if the Fed adopts a dovish stance on rate hikes, the market believes it will help stabilize long-term yields; if it doesn't, strong earnings could continue to drive the rally to non-AI sectors. Meanwhile, net client exposure is now at the 67th percentile over the past five years, and total exposure has risen to the 89th percentile. SPX Call's daily trading volume has reached a record high of 4 million contracts. Tuteja is not predicting a significant decline in the index, but rather believes the market has moved from its previous "fear wall" into a potential complacency zone: when both policy outcomes are interpreted as positive in advance, the market's buffer against unexpected hawkish moves and a resurgence in long-term bonds actually decreases.

KazTransOil, Kazakhstan's state-owned oil transporter, reported that Kazakhstan exported 286,000 tons of oil through the Russian port of Ust-Luga and 360,000 tons through the Russian port of Novorossiysk in July.

According to the Financial Times, the head of US investment giant T Rowe Price predicts it will take "several years" to reverse the massive capital outflows, as competition from passive investing continues to put pressure on the fees of active fund managers.

Sources say Goldman Sachs is in talks with potential investors about participating in Nvidia’s $500 billion AI funding round.

Royal Bank of Canada: Raises its price target for SanDisk (SNDK.O) to $1,600 from $1,300.