Turkish President Erdogan said Turkey's financial system is sound.

QatarEnergy has extended force majeure on LNG shipments to Asia and Europe through November, citing continued disruptions in the Strait of Hormuz. The state energy company notified Pakistan and Bangladesh this week and told at at least one Indian buyer deliveries will remain suspended; Italy’s Edison SpA said its LNG supply will be under force majeure until early December. QatarEnergy has issued monthly force majeure notices and canceled scheduled deliveries since the outbreak of hostilities involving Iran.

Internationally 1. JPMorgan: Maintains a bearish view on US Treasury duration, but the bearish bias has weakened. 2. JPMorgan: Strong PMI data and energy factors are likely the main reasons for the recent bond sell-off. 3. Goldman Sachs: Expects the exchange rate to rise to 150 in the next 12 months, with capital inflows and the Bank of Japan's rate hike supporting the exchange rate. 4. Morgan Stanley: Expects the Bank of England to raise interest rates by 25 basis points each in November and February next year. 5. Bank of America: Energy prices are pushing up inflation; expects the European Central Bank to raise interest rates by 25 basis points in December. 6. Jefferies: Inflation and budget deficits may continue to put pressure on long-term bonds. 7. Apollo: Record diesel prices pose a greater inflation challenge for the Fed. 8. BNP Paribas: The Fed is unlikely to repeat the rate hike cycle of 2022-2023. 9. Mitsubishi UFJ Morgan Stanley Securities: With rising expectations of a Fed rate hike, the Bank of Japan may accelerate its rate hike pace. Domestically: 1. CITIC Securities: Maintains its judgment that the A-share market will be volatile this year, with the period around the Q3 earnings reports representing the last window of opportunity for upward movement. 2. CITIC Securities: Recommends Hong Kong stock investors prioritize high-quality sectors with strong defensive attributes and stable dividends, such as the power industry. 3. CITIC Securities: Advanced intelligent driving technology is rapidly penetrating the market, and the entire industry chain continues to benefit. 4. CICC: Rising energy prices may drive exports of intermediate goods. 5. Huatai Securities: Within the technology sector, prioritize optical communication, PCB, and some leading domestic computing power companies. 6. Guojin Securities: Market trend opportunities remain unclear; structural responses remain the main strategy.