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

0806 GMT - Singapore's retail sales momentum is likely to moderate through 2026, RHB Bank's Barnabas Gan says in a report. Retail sales grew by 1.5% on year in July, compared to 4.0% in June. Rising geopolitical uncertainty, particularly in the Middle East, could weigh on consumer and business confidence. This would encourage more cautious spending and moderating discretionary demand, Gan says. Tourism-dependent segments, including luxury retail, department stores and jewelry, also face more headwinds if there are fewer visitors in Singapore or softening tourist spending. RHB maintains its 2026 retail sales growth for Singapore at 3.0%. (amanda.lee@wsj.com)

0749 GMT - China's inflation data is likely to be mixed in August, according to Deutsche Bank economists in a research note. The bank expects China's PPI inflation to moderate to 3.2% on year in August from 3.5% in July, DB says. "While the rebound in oil prices over the past two months continued to support price gains in the petroleum sector, price trends across most other industries were largely flat," the bank says. By contrast, DB expects CPI inflation to pick up to 0.8% on year from 0.5%, driven by continued increases in pork and vegetable prices. (tracy.qu@wsj.com)

0738 GMT - Ashmore Group's fiscal 2026 underlying performance fell short of market expectations, Cavendish's Rahim Karim and Jens Ehrenberg write in a note. The London-listed emerging markets asset manager has delivered mixed results, they say. While the company reported weaker-than-anticipated adjusted Ebitda, pretax profit rose and was broadly in line with consensus expectations, they note. Additionally, "Ashmore's shares have significantly re-rated in the past nine months, which to a large degree was owing to the perceived inflection in Emerging Markets flows seen across the industry," they add. Shares are down 2% at 2.14 pounds. (najat.kantouar@wsj.com)

0606 GMT - Industrial & Commercial Bank of China's and Agricultural Bank of China's capital injections are likely to be in line with market expectations, say DBS Group Research analysts in a note. ICBC and AgBank are issuing A-shares to specific subscribers, with the Chinese finance ministry subscribing to a portion as it injects capital to strengthen the Chinese financial sector. The DBS analysts say the final pricing and share dilution of ICBC's and AgBank's share issuances are likely to be similar to those of Bank of China and China Construction Bank last year. The market is therefore unlikely to be surprised by an issuance price below 1X current price-to-book ratio. The improved common equity Tier 1 ratio of the lenders should help them further support China's economy, DBS adds. (megan.cheah@wsj.com)

0530 GMT - Gross government bond issuance by the eurozone's largest 11 issuers is expected to rise 4% to 1.533 trillion euros in 2027 from 1.472 trillion euros in 2026, Morgan Stanley strategists estimate in a note. "We expect the euro area fiscal stance to remain broadly unchanged in 2027, with the aggregate deficit at 3.5% of GDP (versus 3.4% in 2026)," they say. France and Belgium are set to run the largest deficits, at 5.2% and 5.1% of GDP, respectively. Supply pressure is increasingly concentrated in core and semi-core markets, led by Germany's higher borrowing needs, while Italy sees the largest decline in net supply among the big four issuers [Germany, Italy, France, Spain], they say. (emese.bartha@wsj.com)

0518 GMT - Increasing debt supply in Europe to fund greater defense and infrastructure spending, inordinately high corporate debt issuance by hyper-scalers to finance AI investments, and rising fiscal spending in Japan, will likely increase term premiums globally, Said Haidar, Founder and CIO of Haidar Capital Management, says in a note.This will ultimately push-up longer-end U.S. Treasury yields as well in order to attract buyers, he says. If the U.S. opts for financial repression to artificially hold down long-end yields, the likely outcome is U.S. dollar debasement-as illustrated by recent moves in FX markets as well as strength in gold and other commodities, he says. (emese.bartha@wsj.com)

0326 GMT - The dollar is expected to trade between 154.30 and 157.60 yen this week as investors seek clues on U.S. and Japanese monetary policy, says Sony Financial Group analyst Kumiko Ishikawa. Market participants are eyeing potential back-to-back Bank of Japan interest-rate increases in September and October, following hawkish remarks from board member Hajime Takata last week, she says. If another board member Kazuyuki Masu takes a similarly aggressive stance in his speech on Thursday, markets could further price in such a scenario, driving the yen higher, she adds. The dollar was last trading at 156.10 yen. (megumi.fujikawa@wsj.com)

0315 GMT - The Singapore dollar weakens slightly against its U.S. counterpart on a likely technical correction after touching a nearly four-month high late last week. "Into Monday, thin U.S. holiday liquidity and renewed geopolitical tensions may result in choppier price action," OCBC Group Research's Christopher Wong says. However, "unless the USD finds a fresh leg higher, upside in USDSGD may remain restrained," the FX strategist adds. The U.S. dollar is 0.1% higher at 1.2677 Singapore dollars; the greenback touched S$1.2655 last Thursday, the lowest intraday level since May 11, and fell as low as S$1.2656 last Friday, LSEG data show.