The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

0812 GMT - The Bank of Japan is likely to hike or intervene in the coming weeks, given the yen's underperformance, RBC Capital Markets' Abbas Keshvani says in commentary. The yen has underperformed over the last month, undoing most of BOJ's intervention in recent months. A yen recovery will require an aggressive hiking cycle, but the central bank is unlikely to jeopardize growth in such a manner, he says. "Instead, they will likely hike enough to prevent excessive yen weakness until stability in JGBs next year can usher in a currency recovery," he adds. (amanda.lee@wsj.com)

0721 GMT - Japan's real gross domestic product growth for the April-June quarter is likely to be revised upward to 0.4% on an on-quarter basis and to 1.6% in annualized terms, as Ministry of Finance figures indicate stronger-than-expected capital expenditures, says Daiwa Securities economist Kento Minami. That compares with initial readings of +0.3% and +1.1%, respectively. Revised GDP data is due Sept. 8. The reading will "likely confirm that while domestic demand lost some momentum from the previous quarter, Japan's broader growth trajectory remains largely intact," Minami says.(megumi.fujikawa@wsj.com)

0609 GMT - Agricultural Bank of China's net interest income is likely to continue benefiting from an ongoing decline in funding costs, after falling 27 basis points on year in 1H, say DBS Group Research analysts in a note. The analysts expect this to support the Chinese lender's net interest margin trend throughout the year. They also anticipate the lender's earnings growth momentum to continue, projecting a 4.4% compound annual growth rate for profit over 2025-2028. DBS raises its target price on the Hong Kong-listed shares to 7.10 Hong Kong dollars from HK$6.20 and reiterates its buy rating. Shares rise 2.4% to HK$6.50. (megan.cheah@wsj.com)

0547 GMT - The 10-year U.S. Treasury yield rises to 4.786%, the highest level since January 2025, in Asian trade, as the selloff in the global bond market continues on the back of flared-up hostilities in the Middle East, adding to inflation fears. "Global government bond yields continue to rise on the back of the recent statements from Federal Reserve and European Central Bank officials as well as a renewed rise in the oil price and the solid supply in the primary market during August and the start of September," Danske Bank analysts say in a note. Treasury yields rise across maturities, with the two-year yield up 0.8 bps at 4.356%, having touched 4.365% earlier in the day, the highest since late July, according to LSEG. (emese.bartha@wsj.com)

0501 GMT - Bitcoin edges lower in Asia, staying below $80,000 as rate-hike expectations weigh. It's going to be a cautious few weeks for Bitcoin ahead of the Fed's next meeting, where markets are pricing a 25bp hike at about 65%, says IG's Tony Sycamore. One hike in isolation should not be a gamechanger as Bitcoin looks to build on its August rally, the analyst says. But two or three might be, and at this point IG sees about 60bp of Fed rate hikes priced by June 2027. From a technical perspective, dips back into the mid-to-low $70s will likely be well-supported, says Sycamore. A sustained break above the $81,500/$83,000 resistance area will be needed to signal that a move toward $95,000-$100,000 is underway. Bitcoin slip 0.2% to $78,725. (fabiana.negrinochoa@wsj.com)

0223 GMT - RHB Bank's current share price may be fairly reflecting its fundamentals, with the bank's 5.4% 2026 dividend yield below its historical level, Kenanga IB analyst Peter Kong says in a note. RHB plans to announce a capital-management framework in 1Q to balance growth and shareholder distributions, he notes. Kong hasn't factored in potential higher dividends, as RHB might need to retain capital to support loan growth while maintaining ROE at around 10%. Kenanga maintains a market perform rating on RHB and keeps its target price at 8.40 ringgit. Shares are 4.4% lower at 8.30 ringgit. (yingxian.wong@wsj.com)

0208 GMT - CIMB's ability to limit overhead growth looks encouraging, with costs largely flat on year over the past seven quarters, CGS International analyst Winson Ng says in a note. THat has helped improve its cost-to-income ratio to 45.2% in 2Q from 49.3% in 4Q 2024, he notes. CIMB has met its 2026 guidance for return on equity, (asset growth, costs, credit charges and capital, he says. Further efficiency gains and expected higher fee income could be the lender's potential rerating catalysts, he adds. CGS maintains an add rating on CIMB and keeps the target price at 9.60 ringgit. Shares are 1.6% lower at 7.83 ringgit. (yingxian.wong@wsj.com)

2136 GMT - Canadian Prime Minister Mark Carney met with senior executives from nearly two dozen corporations and pension funds to discuss domestic economic policy amid a deteriorating U.S.-Canada trade relationship, the leader's office says. In a statement, Canada's Prime Minister's Office adds Carney asked leaders to share their thoughts on what might be required. Canada and the U.S. broke off trade talks this month, leading to the U.S. slapping a 50% tariff on about $20 billion in Canadian goods. Canada intends to impose retaliatory tariffs on U.S. products next week. Among the companies participating in the Carney meeting were Royal Bank of Canada, Canadian National Railway, Nutrien, BCE and Teck. Pension-fund participants included the CPP Investment Board, Ontario Teachers and La Caisse. (paul.vieira@wsj.com; @Paulvieira)

1736 GMT - Perpetual futures trading volume on prediction market Kalshi jumped in August, the company tells the WSJ. Nearly $13.7 billion in perpetual futures have been traded on Kalshi in the past 3 weeks -- which is "nearly twice the volume of the entire month of July," a spokeswoman says. Kalshi today submitted a filing with the CFTC to allow the exchange to trade perpetual futures for FX, including the euro and USD. This month, Kalshi also filed with the CFTC to allow for the trading of equity perpetuals. (kirk.maltais@wsj.com)

1718 GMT - Eight of the 10 best metros for purchasing a newly built home are in the South, according to Realtor.com. Leading the way is Charleston-North Charleston, S.C., where the median newly built home is priced 12.2% below the median existing home. The ranking finds that markets with builder-friendly conditions are giving buyers more opportunity to find a new home with a competitive price, ample availability and strong demand, Realtor.com says. The Charleston metro's median new-build listing price is $443,273, compared with $504,832 for existing homes, the strongest new-construction price advantage among the top 10 markets. Greenville-Anderson-Greer, S.C., ranks second, followed by Boise City, Idaho. Realtor.com's list is dominated by small-to-midsize metros. (chris.wack@wsj.com)

1657 GMT - The rebound seen in cryptocurrencies appears to have hit near-term resistance levels, with further upward momentum depending on next moves by the Fed. "If bitcoin ETF inflows and stablecoin supply continue rising while markets maintain a greater-than-50-percent probability of a September hike, [we] believe it would provide stronger evidence that underlying crypto demand can withstand tighter monetary conditions," says Bitfinex in a note. "If those flows begin to weaken as rate expectations rise, the macro backdrop could increasingly cap bitcoin's upside." Bitcoin is flat at $78,620, while other cryptocurrencies are mixed. (kirk.maltais@wsj.com)

1610 GMT - Prediction market exchange Kalshi has filed a new proposal to the CFTC to allow for the implementation of FX perpetual futures. These would include perp contracts for the USD and euro, adding for Kalshi's stable of available perp contracts. "The FX market is the largest financial trading market in the world," says a spokesperson for Kalshi in a note. "BIS's latest comprehensive survey found $9.6 trillion of average daily FX turnover in April 2025, up 28% from $7.5T/day in 2022." Kalshi has been the target of litigation challenging prediction markets, contending that they're just gambling with investment-sounding terminology. "[We have] supported state efforts to protect consumers from unregulated gambling from the get-go," says CFTC watchdog Better Markets in a note Friday.