Strait of Hormuz Disruption Sparks Global Oil Supply Fears 
Morgan Stanley: Fed Rate Cuts Still on Track Despite Oil-Driven Inflation 
Goldman Sachs, ANZ Cut Oil Forecasts Amid U.S.-Iran Ceasefire Hopes 
Bank of America Maintains Forecast for Two Fed Rate Cuts in 2026 Despite Inflation Risks 
Gold Loses Shine as Crude Oil Surges: Safe-Haven Metal Retreats Toward USD 4,500 Support 
Bank of America Identifies Top Asia-Pacific Semiconductor Stocks Poised for AI-Driven Growth 
Trump's Iran War Speech Sparks Market Anxiety Over Extended Conflict 
Citigroup Delays Fed Rate Cut Forecast Amid Strong Jobs Data and Inflation Concerns 
Not many economic dockets to be released today. All with low risks associated.
Data released so far -
- China - House price index dropped -2.3% in August, after -3.7% drop in July.
- Euro Zone - Current account balance for July turned out to be €33.8 billion.
Upcoming -
- India - Reserve Bank of India (RBI) to announce FX reserve at 11:30 GMT. Prior reading was $351.92 billion. Bank loan growth will also get published.
- Canada - Bank of Canada (BOC) consumer price index to be released at 12:30 GMT. In July prices failed to rise from June, while growth was 2.4% y/y.
- US - Conference board leading indicator to be released at 14:00 GMT. Prior reading was -0.2% in July.
