Iran Launched Ballistic Missile Attack on U.S. Forces

MACROECONOMY 
Bank Indonesia Reaffirmed Policy Continuity Under Acting Governor 
Bank Indonesia (BI) reaffirmed that its monetary and exchange rate policy stance will remain unchanged under Acting Governor Destry Damayanti following the resignation of Perry Warjiyo. BI will continue to maintain rupiah stability through interventions in the spot, DNDF, and NDF markets, while sustaining pro-growth macroprudential policies and incentives to support capital inflows through lower hedging costs. The central bank also emphasized that policy decisions remain collective and collegial under the Board of Governors, ensuring continuity in policy implementation. (Bloomberg Technoz) 

Iran Launched Ballistic Missile Attack on U.S. Forces 
Iran launched a surprise ballistic missile attack on U.S. forces in the Middle East, marking a renewed escalation after a brief pause in hostilities. U.S. Central Command (CENTCOM) said all missiles were intercepted, while reports indicated the target was a U.S. military base in Jordan. Separately, the U.K. Maritime Trade Operations Centre reported suspicious activity in the southern Red Sea after a tanker crew heard an explosion, adding to concerns over regional shipping security. The renewed tensions pushed WTI crude oil prices up more than 4% to around USD 82.5/bbl, reflecting heightened geopolitical risk to Middle East energy supplies. (CNBC) 

INDUSTRY 
QatarEnergy Extended LNG Force Majeure Through Sep-26 
Qatar extended its force majeure on LNG shipments to European and Asian customers through end-Sep26, delaying deliveries to key buyers including Italy, India, Pakistan, and Bangladesh amid continued disruption to exports from the Persian Gulf. The prolonged outage tightens global LNG supply ahead of winter inventory replenishment, keeping European gas prices elevated and intensifying competition between Europe and Asia for alternative cargoes. (Bloomberg)