JP Morgan forecasts the Bank of Thailand will deliver three 25bp hikes starting in Q1 next year, lifting the policy rate from 1.00% to 1.75% by end-2027 — a notably more hawkish stance than market consensus, which expects the rate to remain at 1.00%

Japan's corporate services price index rose 3.7% year-on-year in August, down from 3.60% in the previous month.

Domestic News: 1. Han Zheng attended and addressed the 81st UN General Assembly General Debate. 2. China Mobile, China Telecom, and China Unicom collectively suspended "free handset purchases." 3. He Yang of the China Academy of Information and Communications Technology: my country has initially met the conditions for conducting research on computing power futures. 4. The Southern Theater Command of the Chinese People's Liberation Army organized joint sea and air exercises in the sea and airspace surrounding Huangyan Island. International News: 1. Bessant urged the Federal Reserve to remain open to the inflation outlook. 2. Poll: Mertz's CDU/CSU alliance's approval rating fell to its lowest level since the parliamentary elections. 3. France's far-right National Rally party claimed to have reached the threshold for forming a parliamentary group in the Senate for the first time. 4. Britain evacuated residents near a US military base; several people were arrested for alleged explosives-related offenses; Trump called the arrests a good thing. 5. Middle East Situation— ① Iran claims to have captured a US unmanned underwater vehicle in the Strait of Hormuz. ② Trump is expected to hold more talks with Iran this week. He stated that Iran wants a deal, but not the kind he desires, as Iran's demands are too high. ③ US media, citing sources, reported that a new round of indirect talks between the US and Iran is expected to take place as early as Monday in New York. ④ Iranian media, citing sources, reported that the Iranian Foreign Minister will return home on Tuesday after completing his scheduled itinerary, and the delegation has no plans to hold talks with the US in New York. ⑤ Libya's main oil pipeline has resumed transporting crude oil. ⑥ The Iranian president stated his willingness to urge the Houthis to negotiate with Saudi Arabia. ⑦ Trump stated that he is considering whether to resume strikes against Iran.