Japan's 30-year government bond yield rose 2.5 bps to a record 4.23%.

The United Nations World Food Programme issued a statement saying that an agency humanitarian aid convoy was attacked by an airstrike in South Kordofan State in southern Sudan early on the 3rd, resulting in the death of one driver.

1. Monday: ① Data: France September Services PMI final reading; Germany September Services PMI final reading; Eurozone September Services PMI final reading; Eurozone October Sentix Investor Confidence Index; UK September Services PMI final reading; Eurozone August PPI month-on-month; US September S&P Global Services PMI final reading; US September ISM Non-Manufacturing PMI. ② Events: Saudi Aramco announces official crude oil prices around the 5th of each month. ③ Holidays: Seoul Stock Exchange closed; Hong Kong Stock Exchange open as usual, northbound and southbound trading closed; Shanghai and Shenzhen Stock Exchanges, Beijing Stock Exchanges, and domestic futures exchanges closed. 2. Tuesday: ① Data: France August Industrial Production month-on-month; Switzerland September Seasonally Adjusted Unemployment Rate; Eurozone August Retail Sales month-on-month; US ADP Employment Change for the week ending September 19; US August Trade Balance; US September Global Supply Chain Stress Index. ② Events: Bank of Japan Governor Kazuo Ueda delivers a speech; FOMC permanent voting member and New York Fed President Williams chairs the Fed's 2026 Governance and Cultural Reform Conference. ③ Holidays: Hong Kong Stock Exchange remains open, but northbound and southbound trading is closed; Shanghai and Shenzhen stock exchanges, Beijing stock exchanges, and domestic futures exchanges are closed. 3. Wednesday: ① Data: US API crude oil inventories for the week ending October 2; German August seasonally adjusted industrial production month-on-month; UK September Halifax seasonally adjusted house price index month-on-month; French August trade balance; US EIA crude oil inventories for the week ending October 2; US EIA Cushing, Oklahoma crude oil inventories for the week ending October 2; US EIA strategic petroleum reserves for the week ending October 2; US September New York Fed 1-year inflation expectations; China September foreign exchange reserves (pending). ② Events: EIA releases monthly Short-Term Energy Outlook report; 07:00 FOMC permanent voting member and Dallas Fed President Logan delivers a speech. ③ Holidays: The Hong Kong Stock Exchange will remain open as usual, 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 and will resume normal trading on October 8 (Thursday). 4. Thursday: ① Data: US 10-year Treasury auction results (ending October 7) - winning yield, US 10-year Treasury auction results (ending October 7) - bid-to-cover ratio; Japan's August trade balance; Germany's August seasonally adjusted trade balance; US initial jobless claims for the week ending October 3, US August wholesale sales month-on-month rate, US EIA natural gas storage for the week ending October 2. ② Events: The Federal Reserve releases the minutes of its monetary policy meeting; the European Central Bank releases the minutes of its September monetary policy meeting; Bank of England Governor Bailey delivers a speech. 5. Friday: ① Data: Swiss September consumer confidence index; Canadian September employment change; US October 1-year inflation rate expectations (preliminary), US October University of Michigan consumer sentiment index (preliminary); China's September M2 money supply annual rate. ② Event: Speech by St. Louis Fed President Musaleem, a 2028 FOMC voting member. ③ Holiday: Seoul Stock Exchange closed; Taiwan Stock Exchange closed. 6. Saturday: ① Data: Total number of US oil rigs for the week ending October 9. ② Event: Speech by Boston Fed President Collins, a 2028 FOMC voting member.