JAPAN'S JULY CORE MACHINE ORDERS FELL 3.7% MONTH-ON-MONTH, A STEEPER DROP THAN THE EXPECTED 1.2% DECLINE AND DOWN FROM A 9.7% RISE, THOUGH THEY ROSE 11.2% YEAR-ON-YEAR VERSUS A 9.6% FORECAST
(@FirstSquaw)

JAPAN'S AUGUST TRADE BALANCE SHOWED A DEFICIT OF ¥1,105.6 BLN, WIDER THAN THE ESTIMATED ¥1,058.4 BLN DEFICIT AND THE PRIOR ¥638.3 BLN, WITH EXPORTS UP 19.3% YEAR-ON-YEAR VERSUS AN 18.4% FORECAST AND IMPORTS UP 28.0% VERSUS 26.3% EXPECTED.
(@FirstSquaw)

ANTHROPIC CEO DARIO AMODEI SAYS ONLY 5%-10% OF AI’S CURRENT POTENTIAL VALUE IS BEING REALIZED ACROSS THE ECONOMY, WHILE SALESFORCE CEO MARC BENIOFF SAYS BUSINESSES NEED MORE SUPPORT TO ACCELERATE AI ADOPTION.
(@FirstSquaw)

ANTHROPIC AND SALESFORCE ARE DEEPENING THEIR CLAUDE PARTNERSHIP, WITH AROUND 7,000 SALESFORCE EMPLOYEES USING CLAUDE-INTEGRATED TOOLS AS DEBATE CONTINUES OVER AI DEVELOPMENT SPEED AND REGULATION.
(@FirstSquaw)

PENGANA INTERNATIONAL EQUITIES HAS ANNOUNCED A SETTLEMENT WITH PCG AND PCL RESOLVING COURT PROCEEDINGS, INTENDED TO REMOVE LITIGATION UNCERTAINTY AND ALLOW PIA TO PROCEED WITH THE BUY-BACK COMPLETION.
(@FirstSquaw)

PENGANA INTERNATIONAL EQUITIES SAYS FRANK GOOCH WILL BECOME INTERIM CHAIRMAN FOLLOWING COMPLETION OF THE BUY-BACK.
(@FirstSquaw)

Georgieva says Senegal’s economic reforms are showing encouraging progress, with better prospects for investment, jobs and growth.
(@FirstSquaw)

U.S. crude futures are pulling back, with prices down 1% at $104.77 a barrel.

The move puts crude below the $105 level as traders monitor the latest developments affecting global oil markets.
(@FirstSquaw)

Asia-Pacific stocks open mixed as investors digest Wall Street’s weak handover and position cautiously ahead of the Fed’s rate decision
(@FirstSquaw)

AI is moving from the tech sector into China’s restaurant industry, as major chains explore ways to bring artificial intelligence into everyday dining.

From smarter operations to AI-enabled customer experiences, restaurants are testing how the technology can reshape the way food is prepared, ordered and served.
(@FirstSquaw)

Japan’s 5-year government bond yield edged lower, falling 0.5 basis points to 2.305%.

The move marks a modest pullback in one of Japan’s key government bond yields as investors continue to assess the country’s rates and monetary-policy outlook.
(@FirstSquaw)

Australia’s Westpac Leading Index slipped into negative territory in August, falling 0.04% month-on-month, compared with a 0.03% rise previously.

The reading points to a modest change in the near-term economic outlook, with the index moving from growth to contraction during the month.
(@FirstSquaw)

Boeing has secured a major aircraft order from Korean Air, with the airline finalizing a deal for 103 jets across Boeing’s widebody and single-aisle families.

The agreement adds to the pipeline for Boeing’s commercial aircraft business and highlights continued fleet investment by major global airlines.

Korean Air order: 103 Boeing jets
(@FirstSquaw)

A notable link between Britain’s financial and technology worlds: George Osborne, during his time as UK chancellor, appointed Mark Carney to lead the Bank of England.

Separately, OpenAI paused a planned UK data centre project five months ago, with energy costs cited as a key issue.

The broader theme: Britain’s ambitions in finance and AI infrastructure are increasingly tied to the availability and cost of energy.
(@FirstSquaw)

Beijing is hosting the Xiangshan Forum, marking the 20th anniversary of China’s major international defence conference.

The gathering brings defence and security officials together as China continues to use the forum as a platform for discussions on regional and global security issues.
(@FirstSquaw)

China’s defence minister says global security governance must be strengthened, calling for greater attention to international security cooperation.

The remarks come as Beijing hosts the Xiangshan Forum, where defence and security officials are discussing a range of regional and global security issues.
(@FirstSquaw)

China’s defence minister says the country must work toward building an “equal and orderly” multipolar world, emphasizing a broader vision for the global security landscape.

The remarks come as Beijing hosts the Xiangshan Forum, bringing defence and security officials together for discussions on international and regional security.
(@FirstSquaw)

China’s defence minister says the world must pursue a new approach to security built on collaboration rather than confrontation.

The remarks come at the Xiangshan Forum in Beijing, where defence and security officials are discussing regional and global security challenges.
(@FirstSquaw)

China’s defence minister says the country should uphold multilateralism, stressing the importance of cooperation in addressing global security challenges.

The remarks come as Beijing hosts the Xiangshan Forum, where defence officials are discussing regional and international security issues.
(@FirstSquaw)

China’s defence minister says the international security system must take into account the legitimate security concerns of all relevant countries.
(@FirstSquaw)

China’s defence minister says regional countries should be supported in deciding their own future without external interference.
(@FirstSquaw)