Takaichi adviser Takuji Aida said the BoJ is likely to hike in September and keep a quarterly pace until January next year, then roughly every six months, Reuters stamps. Markets have nearly fully priced +25bp to 1.25% for the Sept 17–18 meeting.
Euro-area GDP rose 0.6% q/q in Q2 2026, revising up the 0.4% flash, Eurostat said. Employment rose 0.1% to 176.4 million; Ireland led at +10.2%, with net exports +0.9 pp and inventories −0.5 pp.
Eurozone Sentix Investor Confidence improved significantly to 5.1 in September from 0.9 in August. Actual 5.1 versus forecast 2.1 and previous 0.9; sentiment turned positive in August after five negative months.
Japan’s foreign-securities holdings fell $87.8 billion at end-August, close to the scale of a record ¥15.4 trillion ($98.6 billion) yen-support intervention through Aug. 26, Bloomberg stamps via Japan Times. Treasuries sales are framed as likely — MoF does not break that down.
AfD took 43.8% and 39 of 83 seats in Saxony-Anhalt — three short of a majority — in preliminary official results, according to DW and AP. CDU fell to 17.2% with zero direct mandates. Turnout was about 78%.
Japan Finance Minister Katayama said US Treasury Secretary Scott Bessent “understands, supports our position.” That is the wire stack from 3 September 2026 evening.
US nonfarm payrolls rose 162K in August, well above the TE 56K and Primary consensus +55K consensus stamps. Canada employment fell 41.7K in the same slot. The morning NFP preview stays preview only.
US diesel averaged a record $5.85 a gallon on Friday for the first time ever as the Iran war keeps squeezing fuel flows through Hormuz. Brent traded above $95. Freight and grocery pass-through color stays on the tape.
South Korea is reviewing a Hormuz naval package — logistics vessel, P-8A maritime patrol aircraft, and EOD — after Trump pressed Seoul for an Iran contribution. Defense Ministry and Blue House say no decision has been made.
WTI falls 1.21% and trades around $88.55 on Friday after US escorts through Hormuz temporarily ease supply fears. Hormuz risks remain elevated.
OFAC designated Türkiye’s Golden Global Bank and two Istanbul subsidiaries under Operation Economic Outcast and E.O. 13902 for facilitating IRGC-QF transactions.
US Treasury Secretary Scott Bessent said the European Union has officially joined Operation Economic Outcast. That is his X post dated 3 September 2026, 4:26pm.