Markets & Rates: Global stocks drifted mostly lower as AI shares slid after top executives urged a slowdown in AI development, while investors also braced for a major Fed decision amid higher oil prices and Treasury yields. Fed Watch: Markets are pricing a likely rate hike, with volatility rising as the AI capex boom collides with tighter financial conditions. China Macro: China’s fixed-asset investment fell 7.2% y/y in the first eight months, with property still the biggest drag (down 19.9%), even as officials push an innovation-led, higher-quality investment narrative. UK Labor & Equities: UK stocks opened and traded lower as investors weighed jobs data, with financials pressured by expectations of tighter monetary conditions. Corporate Finance: Trustpilot shares plunged after it kept guidance unchanged despite strong AI-led revenue growth, disappointing investors. Banking & Deals: Absa increased financing for South Africa’s Newlyn Group to R5.1bn for logistics infrastructure, while Dubai Holding Real Estate and ADCB launched off-plan home financing with pre-approvals and fixed-rate terms. Investment Commitments: Tamil Nadu’s UK trip secured MoUs worth over ₹12,300 crore and 9,400 jobs, including a major Samvardhana Motherson plan for advanced manufacturing and logistics. Digital Finance: Ghana’s push for digital finance is shifting from basic transfers toward savings, credit, insurance and stronger financial health. Energy & Capital Markets: Pakistan’s PSX rebounded after the central bank held rates, while oil supply risks kept pressure on sentiment.