Bank of America Identifies Top Asia-Pacific Semiconductor Stocks Poised for AI-Driven Growth 
BCA Research Warns U.S.-Iran Ceasefire Could Collapse, Maintains Cautious Equity Outlook 
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 
Gold Loses Shine as Crude Oil Surges: Safe-Haven Metal Retreats Toward USD 4,500 Support 
Citigroup Delays Fed Rate Cut Forecast Amid Strong Jobs Data and Inflation Concerns 
U.S. Strikes on Iran Draw War Crimes Warnings from International Law Scholars 
Not many economic dockets to be released today. All with low risks associated.
Data released so far -
- Australia - House price index rose by 4.7% in second quarter on quarterly basis, up 9.8% from a year ago.
- China - CB leading economic index grew by 1% in August compared to 0.9% growth in July.
Upcoming -
- Switzerland - Trade balance to be released at 6:00 GMT, for the month of August.
- UK - Public sector net borrowing for August to be released at 8:30 GMT. Conference Board Industrial trends survey to be released at 10:00 GMT.
- US - Redbook index to be released at 12:55 GMT, followed by Housing price index at 13:00 GMT and Richmond FED manufacturing index at 14:00 GMT. FED's Lockhart is scheduled to speak at 22:30 GMT.
- Euro zone - Consumer confidence to be released at 14:00 GMT.
- Auctions - US will auction 1 month bills at 15:30 GMT and 2 year note at 17:00 GMT.
