Brazil Current Account came in at $-8.11B below forecasts ($-6.6B) in July

Japanese Yen : Range holds with BoJ hike expectations – BBH

Brown Brothers Harriman’s (BBH Elias Haddad notes USD/JPY is stuck between resistance at 160.00 and support at the 200‑day moving average, as Bank of Japan (BoJ) officials maintain hawkish guidance and underlying inflation firms near the 2% target.
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Oil: Hormuz supply recovery eases risk premium – BNY

Geoff Yu at BNY notes that improving flows through the Strait of Hormuz are easing Oil supply fears and supporting a lower Brent price profile. Kuwait and Qatar have restored crude shipments to about 70% of pre-war levels, lifting total Hormuz flows.
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