� ?The US finished marginally higher driven by the continued buying of AI theme.
� AMZN finished higher and NVDA followed on latest announced deal with OpenAI for chips.
� The broader Russell and Equalweighted S&P both finished lower with ISM manufacturing data showing factory activity slightly lower than exp and still in contraction.
� AsiaPac is trading with a weaker backdrop, Aus and SK among the main drags.
� RBA held its cash rate and the AUD isn�t liking the central bank�s neutral wording.
� The greenback is slightly firmer vs majors and EMFX � ZAR c17.34.
� The yen fell as Takaichi said she�ll compile a growth strategy by next summer.
� Yields steadied: US2y 3.59/US10y 4.10.
� Commodities are read across the board - Gold edged lower for a 3rd session while oil also fell.
� Iron ore and Pall are leading declines.
� Iron ore market will soon have a new kid on the block � the vast Dimandou project in Guinea.
� Aluminum climbed to a 3y higher on tightening supply in China.
� Futures have moved lower in early trade and we will follow suit at the open.
� Its OPTASIA listing day!
� The rand is weaker this morning, at R17.35/$, after closing stronger yesterday (R17.30/$*).
Key events and data:
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� No economic data releases.
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