Australia’s ASX 200 climbed 0.56% to 9,215, a two-week high that puts it less than 1% below the record 9,296. BHP touched an intraday record high, while Woolworths surged 5.59% after posting FY26 results. Rio Tinto also advanced as copper prices stayed near record levels. Overnight gains across the three major U.S. stock indexes offered a positive lead.

India’s Nifty is expected to open about 80 points higher as U.S. crude extends a two-day slide of more than 6% to the $80–81-per-barrel range. A pullback in U.S. Treasury yields has also helped improve global risk sentiment. Asian markets were mixed at the open, with Japan’s Nikkei 225 down about 0.3% and South Korea’s Kospi up about 0.4%. Nifty’s August-series rollover rate stood at 64%, above the three-month average, indicating institutions carried long positions into the new contracts.

The dollar traded in a narrow band in Asian markets as investors waited for U.S. PCE inflation data and the Jackson Hole symposium. Brent crude fell 2.1% to $86.68 after Iran said it had restarted talks with Oman on managing the Strait of Hormuz. The Australian dollar rose 0.1% after inflation data came in above expectations, while the New Zealand dollar slipped ahead of its central bank’s rate decision. The euro and sterling were little changed.

Spot gold was little changed at $4,654.17 an ounce after touching a more than three-month high, while US gold futures rose 0.4% to $4,711.40. Markets are focused on upcoming US inflation data for clues on the Federal Reserve’s interest-rate path, with traders pricing a 60.4% chance of no change next month, according to the CME FedWatch Tool. Spot silver rose 0.2% to $68.80, platinum added 0.1% to $1,858.91 and palladium climbed 1.1% to $1,341.23.

Nexus REIT units are trading at a 40% discount to net asset value and offer an 8.1% monthly distribution yield. Second-quarter net operating income rose 6.2% year over year to $34.1 million. Portfolio occupancy increased to 97%. The REIT holds 87 properties totaling 12.3 million square feet of gross leasable area, with a 6.7-year weighted average lease term and in-place rents that are 14.9% below market levels.

Domino’s Pizza Enterprises (ASX:DMP) reported FY26 revenue of A$2.046 billion, down 11.2% year on year, and a statutory net loss of A$134.2 million. The company said the loss was driven mainly by non-cash impairments tied to its France and Taiwan operations. Underlying net profit rose 4.0% to A$121.6 million, while underlying EBITDA fell 6.1% to A$325.4 million. It declared a final dividend of 32.5 Australian cents per share, with the full-year dividend down 25.3%.

Bloom Energy raised the midpoint of its 2026 revenue outlook to $4.05 billion, 26.6% above where management started the year. Second-quarter revenue topped $1.0 billion for the first time, up 165.5% year over year, prompting a second increase to full-year guidance of $3.9bn—$4.2bn. Oracle has contracted 1.2 GW under an agreement supporting up to 2.8 GW, exceeding the 1 GW Fremont capacity the company disclosed earlier this year as it expands toward 2 GW.

U.S. federal debt has surpassed $40 trillion, with annual interest costs of about $1 trillion—around 20% of federal tax revenue—fueling concerns about the sustainability of government borrowing. Investors have increasingly shifted toward alternative assets, with gold up more than 14% over the past month and bitcoin breaking $80,000, while the S&P 500 has gained just over 3.5% in the same period. The Treasury has said it will at least double the size of its debt buybacks to $4 billion.