AI & Markets: Nvidia’s blockbuster results and a 70% next-year sales forecast are driving a broader chip rally, while investors also brace for the next read-through in cybersecurity ahead of Palo Alto Networks’ Sept 1 earnings after CrowdStrike’s best quarter. Rates & FX: Markets are swinging after Fed Chair Kevin Warsh’s Jackson Hole message, reviving rate-hike fears and adding pressure to bond yields; in New Zealand, all major bank economists expect the RBNZ to lift the cash rate to 2.75% on Wednesday. Asia Equities: Taiwan and South Korea trade cautiously as investors weigh interest-rate pessimism and chip-stock sentiment. Semiconductors: LS Securities cuts its SK hynix target by 27% but raises Samsung’s on improving HBM4 mass-production competitiveness. Philippines Macro: Inflation likely eased in August but stayed above the BSP target, with monsoon-driven food pressure; DTI is “cautiously optimistic” exports will beat targets, led by electronics. Energy & Shipping: ONEOK to buy Brazos Midstream’s Permian gas assets for $4.425bn; Drewry’s intra-Asia container index jumps 10% as Middle East unrest and China congestion tighten freight. Middle East Inflation: GCC inflation stays muted despite US-Iran-linked oil volatility. Africa & Crypto: X says it disrupted a suspected Chinese bot farm aimed at manipulating debate on AI and energy policy; Dangote raises petrol prices again to ₦1,265, stoking pump-price fears. Commodities: Lithium rebounds toward 150,000 yuan, but forecasts warn the rally may outpace fundamentals.