A Pakistan finance ministry adviser said the finance minister is negotiating with the U.S. Export-Import Bank over potential financing for Pakistan International Airlines aircraft, refinery upgrades and the Reko Diq mining project.

Advisor to the Pakistani Ministry of Finance: Negotiations between the Pakistani Finance Minister and the U.S. Export-Import Bank involve potential financing for Pakistan International Airlines aircraft, refinery upgrades, and the Rekodik mining project.

Refinitiv reported on the 27th that British police evacuated residents from multiple homes near Welford, close to RAF Fairford — a base the UK allowed US forces to use for strikes on Iran after a large-scale US and Israeli operation on Feb. 28. Several men were arrested on suspicion of offenses under the Explosive Substances Act and military explosive experts were examining vehicles. Authorities moved residents to a nearby leisure center and said the incident was under control; police would not confirm whether the arrests were linked to activity at Fairford.

Overview: China A-share exchanges (Shanghai, Shenzhen, Beijing) and domestic futures markets will be closed Oct.1–7 for National Day; Hong Kong Stock Exchange closed Oct.1 with north/southbound trading suspended; Taiwan market closed Monday; India NSE closed Friday. Major market drivers next week include US nonfarm payrolls and core PCE, a packed Fed speaker schedule, the RBA rate decision and an OPEC+ meeting Sunday. Monday: Dallas Fed business index; ECB president Lagarde testifies to European Parliament; BOE deputy Ramsden speaks on QT. Tuesday: Reserve Bank of Australia policy decision and Bullock’s press conference; Swiss KOF, UK mortgage approvals and assorted euro‑zone industrial/confidence reads; US AI meeting of Trump, Speaker Johnson and tech CEOs. Wednesday: US ADP, core PCE (Aug) and final Q2 GDP/PCE releases, Chicago PMI and weekly API/EIA crude stocks; China Sep official manufacturing PMI and RatingDog PMIs; Australia Aug CPI; Fed speakers including Chicago Fed’s Goolsbee and New York Fed’s Williams. Thursday: US ISM manufacturing and weekly initial jobless claims, final US manufacturing PMIs; UK, German and euro‑zone final manufacturing PMIs and euro‑zone unemployment; BOE governor Bailey and ECB president Lagarde speak; BOJ releases Sep meeting minutes; multiple Fed speakers including Barkin and Cook. Friday: US Sep payrolls, unemployment rate and average hourly earnings, Aug factory orders; euro‑zone Sep CPI preliminary; Williams and Fed Governor Cook attend a Fed symposium; Dallas Fed’s Logan speaks. Weekend: OPEC+ monthly oil policy meeting on Sunday; Australia begins daylight saving, advancing market hours by one hour.

1. Monday ① Data: US September Dallas Fed Business Activity Index. ② Events: ECB President Lagarde testifies before the European Parliament's Committee on Economic and Monetary Affairs in a quarterly dialogue; Bank of England Deputy Governor Ramsden speaks on quantitative tightening. ③ Holiday: Taiwan Stock Exchange closed. 2. Tuesday ① Data: Australia's Reserve Bank of Australia interest rate decision (until September 29); Switzerland's September KOF Leading Economic Index; UK's August Bank of England Mortgage Approvals; Eurozone's September Industrial Sentiment Index and Economic Sentiment Index; Canada's July GDP month-on-month rate; US July FHFA House Price Index month-on-month rate, US July S&P/CS 20-City Composite Home Price Index (unadjusted year-on-year rate), US August JOLTs Job Openings, US September Conference Board Consumer Confidence Index. ② Events: US President Trump, House Speaker Johnson, and CEOs of several technology companies hold a meeting on artificial intelligence; RBA Governor Bullock holds a monetary policy press conference. 3. Wednesday: ① Data: US API crude oil inventories for the week ending September 25; China's official manufacturing PMI for September; Australia's unadjusted CPI year-on-year rate for August; China's RatingDog Manufacturing PMI and RatingDog Services PMI for September; UK's final Q2 GDP annual rate and current account for Q2; France's preliminary September CPI month-on-month rate; Germany's seasonally adjusted unemployment figures and seasonally adjusted unemployment rate for September; Switzerland's ZEW Investor Confidence Index for September; Germany's preliminary September CPI month-on-month rate; US September AD P. Employment Change, US August Core PCE Price Index (YoY), US August Personal Spending (MoM), US Q2 Real GDP Annualized QoQ (Final), US Q2 Real Personal Consumption Expenditures (Final), US Q2 Core PCE Price Index (Final), US August Core PCE Price Index (MoM), US September Chicago PMI, US EIA Crude Oil Inventories for the Week Ending September 25, US EIA Cushing, Oklahoma Crude Oil Inventories for the Week Ending September 25, US EIA Strategic Petroleum Reserves for the Week Ending September 25. ② Events: 2027 FOMC voting member and Chicago Fed President Goolsby speaks; 2028 FOMC voting member and St. Louis Fed President Musaleem speaks at the London School of Economics; FOMC permanent voting member and New York Fed President Williams delivers a keynote speech at the University at Buffalo. ③ Holidays: Shanghai Gold Exchange, Shanghai Futures Exchange, Zhengzhou Commodity Exchange, and Dalian Commodity Exchange have no night trading sessions. 4. Thursday: ① Data: UK September Nationwide House Price Index (MoM); Switzerland September CPI (MoM); Switzerland August Real Retail Sales (YoY); France September Manufacturing PMI (Final); Germany September Manufacturing PMI (Final); Eurozone September Manufacturing PMI (Final); UK September Manufacturing PMI (Final); Eurozone August Unemployment Rate; US September Challenger Job Cuts; US Initial Jobless Claims for the Week Ending September 26; US September S&P Global Manufacturing PMI (Final); US September ISM Manufacturing PMI; US August Construction Spending (MoM); US EIA Natural Gas Storage for the Week Ending September 25. ② Events: 2027 FOMC voting member and Richmond Fed President Barkin delivers a welcoming address at an event; Fed Governor Lisa Cook speaks; 2027 FOMC voting member and Chicago Fed President Goolsby speaks; 2026 FOMC voting member and Minneapolis Fed President Kashkari speaks; the Bank of Japan releases a summary of opinions from its September Monetary Policy Committee meeting; Bank of England Governor Bailey speaks; Richmond Fed President Barkin, Boston Fed President Collins, and Kansas City Fed President Schmid speak; European Central Bank President Lagarde speaks. ③ Holidays: The Hong Kong Stock Exchange will be closed for one day, with northbound and southbound trading suspended; the Shanghai and Shenzhen Stock Exchanges, the Beijing Stock Exchange, and domestic futures exchanges will be closed from October 1st (Thursday) to October 7th (Wednesday). 5. Friday: ① Data: Japan's August unemployment rate; Eurozone's September CPI year-on-year preliminary value, Eurozone's September CPI month-on-month preliminary value; US September unemployment rate, US September seasonally adjusted non-farm payrolls, US September average hourly earnings year-on-year, US September average hourly earnings month-on-month, US August factory orders month-on-month. ② Events: FOMC permanent voting member and New York Fed President Williams will chair a discussion at a central bank seminar hosted by the Fed, with Fed Governor Lisa Cook also in attendance; 06:45 2026 FOMC voting member and Dallas Fed President Logan will speak; 22:00 2026 FOMC voting member and Dallas Fed President Logan will deliver a welcome address at the 5th Annual "Macroeconomic Impacts of Immigration Seminar". ③ Holidays: The National Stock Exchange of India will be closed; The Hong Kong Stock Exchange will remain open, but northbound and southbound trading will be closed; The Shanghai and Shenzhen Stock Exchanges, the Beijing Stock Exchange, and domestic futures exchanges will be closed. 6. Saturday: ① Data: Total number of US oil rigs for the week ending October 2nd. 7. Sunday: ① Events: OPEC+ seven oil-producing countries will hold their monthly oil policy meeting; Australia will begin daylight saving time, with its financial market trading hours and economic data release times one hour earlier than standard time.

Ibrahim Khuri of Saba University in Marib province stated that, according to UN reports, over 5 million Yemenis have left their homes and scattered throughout Yemen, yearning to return home. Their families want to live safe and dignified lives. The internationally recognized Yemeni government has called for general mobilization as part of its counter-offensive against the Houthis. This call for mobilization is more likely to gain support in government-controlled areas, particularly in Taiz and Marib, where suffering is more severe. Even in Houthi-controlled areas, many would be willing to respond to the call, but would face obstacles and challenges such as fear of reprisal and the brutality of the militia.