Federal Reserve Governor Cook said the biggest risk for 2027 is artificial intelligence.

Japan 10-year bond yield fell 4.5 bps to 3.050%.

Domestic News: 1. Special treasury bonds for capital injection into central financial institutions in 2026 are about to be issued. 2. A Chinese team has submitted its first new strategy for hydrogen production via direct seawater electrolysis. 3. The latest agricultural situation report from the Ministry of Agriculture and Rural Affairs shows that over 20% of my country's autumn grain harvest has been completed. 4. Lan Fo'an: We need to study and formulate targeted incremental policies, focusing more on expanding effective domestic demand. International News: 1. The US reportedly requested Germany and France to use their emergency diesel reserves. 2. The US Dollar Index (DXY) surpassed the 102 mark, reaching a new high since April last year. 3. The yield on 30-year UK government bonds rose to 6% for the first time since 1998. 4. Broadcom will provide Anthropic with a loan of up to $42 billion for it to lease Broadcom chips. 5. US senators from both parties are planning to push for AI accountability legislation, requiring companies to be held responsible for intrusive actions by intelligent agents. 6. US Challenger job cuts in September hit a record low for the same period since 2022, while initial jobless claims fell to their lowest level since July. 7. Federal Reserve – ① Kashkari: It's unclear to what level interest rates need to be raised. I have no strong opinion on whether there will be a rate hike in October. ② Collins: I will not make any premature judgments before the next meeting. ③ Schmid: Officials still have work to do on inflation. ④ Bowman: There is no need for further interest rate adjustments this year. ⑤ Cook: The biggest risk next year is artificial intelligence, which has already caused inflationary pressures and has not eased. 8. Middle East Situation – ① US-Iran negotiations stalled; Rubio told the Iranian delegation to leave. ② Trump: The Iran issue will be resolved soon, however it may be. ③ Trump believes that bombing of Iran may intensify after the midterm elections. ④ US media: The US military has deployed a third aircraft carrier and up to 10,000 troops to the Middle East. ⑤ Sources say that no negotiations on Iran's nuclear program were held in recent meetings with mediators. ⑥ Sources familiar with the matter: The Iranian Foreign Minister stated in private talks that Iran is willing to restore access for inspectors to the destroyed nuclear facilities in exchange for the lifting of sanctions.