Market Talks covering the impact of U.S. Politics and White House policies on companies and markets. Published exclusively on Dow Jones Newswires throughout the day.

0106 ET - Investors are likely face a period of higher yields for longer, Vontobel's Christian Hantel says in note. The global bond sell-off continues on the back of renewed tensions between the U.S. and Iran and rising oil prices as a result, the portfolio manager says. Investors also seem to digest Fed Chair Kevin Warsh's speech at the Jackson Hole symposium and his more hawkish tone, he says. "As Warsh was very firm on bringing down inflation to the 2% target, he also emphasized that there could be more work to do to ultimately achieve this goal," he says. "So now we are likely to live with higher yields for longer." (emese.bartha@wsj.com)

2234 ET - Copper prices are lower in early Asian trading as the recent tariff-driven rally continues to lose momentum, analysts say. Broader risk sentiment is also under pressure amid rising geopolitical tensions and concerns over higher yields, Jinrui Futures analysts write in a note. The copper market remains fundamentally supported, with physical availability outside the U.S. still relatively tight, while China's spot premiums remain elevated, they say. Developments around U.S. copper import tariffs would be the next catalyst, they say. The three-month LME copper contract is down 1.1% at $14,126.50 a ton. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

0542 ET - European natural gas prices rise as U.S.-Iran escalations spur supply fears, while demand remains elevated. The benchmark Dutch TTF contract jumps 2.4% to 71.52 euros a megawatt-hour in late morning European trade. While limited supply out of Qatar has pushed gas prices higher, the bigger reason behind the surge in TTF contracts is increased demand, UniCredit strategists write. "Market fears are growing that Europe is behind schedule with its gas restocking, which will likely lead to sustained high demand at least through the end of 2026," the strategists say. European gas inventories are at 65.09% capacity, around 12 percentage points below levels in August 2025, they note. (josephmichael.stonor@wsj.com)

0453 ET - The pickup in inflation in Indonesia is not expected to significantly pressure Bank Indonesia to resume rate hikes, especially as the trade balance returned to a surplus, Barclays economist Brian Tan says in a note. Indonesia's inflation rebounded to 3.19% in August from 2.88% in July, while the trade balance returned to a surplus in July after two consecutive months of deficits. The return of a trade surplus is expected to ease concerns over import-driven growth and rupiah pressure, he says. Bank Indonesia is projected to maintain policy rates on hold through 2026 if rupiah pressures stay contained, while previously anticipated rate cuts in 2027 are no longer expected, he adds. (yingxian.wong@wsj.com)

0427 ET - Faster tightening is the BOJ's most immediate response to the increase in JGB yields, Capital Economics says. That can reduce lingering concerns about inflation, but it would probably take a further surge in yields to convince the BOJ to step up bond purchases again. The 10-year JGB yield reached 3% for the first time since 1996, but the move has been less abrupt than at the start of the year. Accordingly, the odds of major financial dislocations are small, says CE's Marcel Thieliant. Soaring yields could stress insurers and pension funds, but higher long-term borrowing costs have limited impact on economic activity as most private-sector debt in Japan consists of loans. And since JGB moves are part of a global selloff, authorities may see attempts to tame yields as futile. (fabiana.negrinochoa@wsj.com)

0255 ET - The won's recent sharp appreciation could weaken the favorable terms of trade for the export-driven South Korean economy, Barclays's Bum Ki Son says. The stronger won could have a bigger impact on nontech exporters, which have thinner margins and significant foreign-exchange exposure in their earnings, the economist writes in a note. He expects the earlier boost to exports from the won's weakness to start fading from September. The dollar has shed nearly 5% over the past month to 1,370.83 won, the weakest level since July 2025, FactSet data show. The country earlier posted another month of strong semiconductor-led exports in August.