Brazilian economists now forecast the Selic rate at 13.75% at end-2026, up from 13.50% previously. 12-month inflation is forecast at 5.01%, versus 4.96% previously.

China's collectible toy market is approaching 100 bln yuan, with over 70% of consumers prioritizing emotional companionship and social-circle engagement. Overseas brands said at the 9th Hongqiao International Economic Forum that simple direct distribution no longer scales in China and co-creating with local partners is now essential. Domestic supply-chain clusters support that shift: Dongguan for precision molds and small-batch prototyping, Yiwu for accessories, packaging and trade flow, and the Yangtze River Delta for IP design and quality control, with regional coordination materially shortening new-product prototyping and trial cycles.

早盤收盤，國內期貨主力合約漲跌不一。碳酸鋰跌超3%，瀝青、紅棗跌超2%，苯乙烯（EB）跌近2%。漲幅方面，鉑、合成橡膠、生豬漲超2%，甲醇、原木漲近2%。