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Sesi Asia-Pasifik diperdagangkan dengan sentimen campuran. Indeks JP225 Jepang turun 0,95%, indeks China berfluktuasi antara −/+0,50%, sementara AU200.cash Australia melemah 0,50%.
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Emas naik 0,56% ke rekor $3.655/oz, dan perak menembus $41 untuk pertama kalinya sejak 2011. Dolar AS melemah tipis (USDIDX: −0,11%).
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Di Australia, survei NAB Agustus menunjukkan kepercayaan bisnis turun ke 4 (dari 8), sementara kondisi membaik ke 7 (dari 5). Indikator ketenagakerjaan naik ke 6, profitabilitas ke 4, dan order book positif untuk pertama kali dalam dua tahun.
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Utusan dagang Akazawa mengonfirmasi bahwa tarif AS atas barang Jepang, termasuk mobil, akan diturunkan pada 16 September. Namun, sengketa belum terselesaikan, dan pembicaraan akan berlanjut di Washington.
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Seoul menolak tuntutan AS serupa yang diajukan ke Jepang terkait komitmen investasi $350 miliar. Negosiasi tertunda karena kedua pihak mencari solusi.
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Kementerian Perdagangan China mengadakan pertemuan dengan pejabat Kanada, termasuk Perdana Menteri Saskatchewan dan sekretaris parlemen untuk PM. Diskusi berfokus pada perdagangan, pertanian, dan kerja sama energi, menandakan keterbukaan Beijing di tingkat federal dan provinsi.
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Perdana Menteri Prancis François Bayrou lengser usai kalah confidence vote, meski hasil ini sudah diantisipasi. Dampak pasar terbatas, dengan euro relatif stabil.
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Pasar memperhitungkan pemangkasan agresif Fed, dengan peluang 50bp pada September bergantung pada rilis CPI Kamis ini (saat ini 12%).
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Berbeda dengan konsensus pasar, CEO Goldman Sachs David Solomon menyatakan kebijakan Fed tidak “terlalu ketat,” mengacu pada selera risiko yang masih kuat. Ia memperingatkan bahwa kebijakan perdagangan memperlambat investasi, namun kondisi secara keseluruhan tetap mendukung.
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