US stocks rise and Treasury yields fall as weaker US manufacturing activity adds to signs the Fed can cut in September; the Aussie dollar continues its fall, but CPI data tomorrow could provide support, and Vietnam’s exports surge off the back of China’s supply chain diversification.

In our bonus deep dive interview ANZ Group Chief Economist Richard Yetsenga examines what President Donald Trump version 2.0 might mean for global inflation, interest rates and trade.

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