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� EU ended firmer, but in muted trade. Defense plays were among the stars.
� AsiaPac reversed Monday�s relative performance - Japan and South Korea rebounded while Aus and China are lower.
� Indonesia has found some respite.
� SK�s inflation slowed to its weakest pace this year, giving them more room to cut.
� The greenback is marginally firmer in early trade � ZAR c17.64.
� Yields are marginally higher: US2y 3.63/US10y 4.24.
� Japanese 10y gained after the strongest auction since 2023.
� Commodities are better bid with gold holding near record highs and oil along with iron ore trading higher.
� Platinum is extending its move higher.
� It was all about the precious metal plays and look for the resource space to be an ongoing focal point today.
� The rand is weaker this morning, at R17.64/$, after closing stronger yesterday (R17.62/$*).
Key events and data:
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� 10h30: UK S&P Global services PMI (August � final)
� 11h00: Eurozone CPI (August)
� 15h45: US S&P Global manufacturing PMI (August � final)
� 16h00: US ISM manufacturing PMI (August)
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