Markets & Rates: Fed chair Warsh’s inflation-focused message kept investors split on the next move, with analysts pointing to a 50-50 hike-hold setup as consumer demand shows strain. Central Banking (NZ): New Zealand bank economists broadly expect the RBNZ to lift the OCR again on Wednesday, likely to 2.75%, as it tries to cool inflation back near 2%. Stocks & Valuations: A strategist argues September’s “worst month” reputation may not apply this year because volatility is low and breadth is improving, even as the 10-year yield stays a valuation risk. AI & Work: OpenAI’s chief economist says AI’s biggest employment shift may show up in what workers can do themselves, not just in headline job losses. Business & Trade (UK): Logistics UK estimates Brexit is cutting UK export revenues by about £11.7bn a year, pushing calls for closer EU alignment to reduce border friction. Local Business Impact: A Hoboken cafe says construction near PATH crushed foot traffic and forced staff cutbacks, while officials expect sidewalk reopening in early September. Crime & Safety: Waterloo police arrested a man after a security guard was assaulted when he refused to leave a business. Emerging Markets: Moody’s upgraded Nigeria’s outlook to positive on stronger growth, and Jordan reported export growth of 14.5% in the first half of the year.