US Debt Strategy: Treasury Secretary Scott Bessent’s team rebuffed Wall Street calls to change guidance on US Treasuries sales, as dealers expect “no increases” in issuance for several quarters while 30-year yields sit near multi-decade highs. Philippines Energy Reform: The World Bank urged faster power-sector reforms to cut electricity costs and reliance on imported fuel, warning the country remains exposed to global oil shocks. Malaysia Growth Outlook: MBSB Investment Bank and Kenanga both see Malaysia topping 5% growth in 2026, citing resilient consumption and exports, but flagging external risks from supply disruptions and tighter trade rules. Vietnam Trade Momentum: Vietnam’s Jan–Jul trade hit $659B (+28% YoY), with exports up 21.9% and imports up 34.5%, supported by machinery demand and FTA usage. India Manufacturing Soft Patch: HSBC’s India PMI eased to 53.5 in July (weakest since Aug 2021), though new export orders stayed in expansion. Apple Shock: Apple’s Q3 results beat on sales, but the stock slid as Wall Street focused on what the forecast implies for growth and services mix. Crypto/Policy Risk: Prediction-market traders are skeptical about near-term US-Iran talks, with Polymarket pricing low odds for an early start. Montreal Housing Cooling: Tardif Index fell to 24.5/100 for July, putting the market in “light buyer” territory as firm sales lag and listings expire. UK Manufacturing: The UK PMI stayed in growth but slowed to 51.9, with job creation near stagnation and confidence subdued. EV/Auto Signals: Leapmotor and Deepal both reported strong July delivery momentum, reinforcing the push by Chinese EV brands to scale exports.