EU energy commissioner signals a delay to the implementation of methane import rules.

US Commerce Department data showed core capital goods orders excluding aircraft and defense—a proxy for business equipment investment—rose 1.6% MoM in August; July was revised to +0.6%. Total durable goods orders (3‑year+ use), including aircraft and defense, were roughly flat. Boeing’s August order intake declined month-on-month. Orders rose in primary metals, machinery and computers & electrical equipment, while transport equipment fell on weaker auto and commercial aircraft bookings. YTD capex remains firm, supported by AI-related spending; core business investment was a sizable contributor to GDP growth in 1H. The Atlanta Fed GDPNow model had projected business equipment investment would add roughly 1 percentage point to Q3 GDP. Together with healthy consumer spending, the data supports the case for another strong US growth quarter.

日本10年期國債收益率上升4個基點，至3.115%。