Fitch: Italy's defense and energy spending does not signal a shift in fiscal policy.

US Dollar: 1. JPMorgan Chase: High interest rates will not hinder the US economy driven by the AI capital expenditure cycle. 2. The New York Fed's 1-year inflation forecast for September was 3.9%, the highest level since May 2023. 3. According to a Reuters survey: The 2-year US Treasury yield is expected to fall to 4.70% within three months, 4.60% within six months, and 4.25% within one year (compared to 4.20%, 4.12%, and 4.00% in the September survey). The 10-year Treasury yield is expected to fall to 5.00% within three months, 4.90% within six months, and 4.75% within one year (compared to 4.67%, 4.65%, and 4.55% in the September survey). 4. Whether to curb the energy shock or prevent demand-driven inflation, the September meeting minutes show that Fed officials are divided on the rationale for raising interest rates. Euro: 1. Governor of the Bank of France: The situation in the French bond market is severe, but the ECB does not need to intervene. 2. ECB Governing Council member Dorenz: Current interest rate levels retain ample policy flexibility. 3. French fiscal crisis drags down the euro, with the euro falling to its lowest level against the pound since June last year. 4. ECB Governing Council member Pereira: There is currently no second-round inflation effect; France must reduce its deficit and debt. 5. French Finance Minister: France is considering issuing more short-term debt. 6. French bond market sell-off attracts funds to buy on dips in the Eurozone. Pound Sterling: 1. UK borrowing costs rose to a six-day high of 5.44%. Yen Yen: 1. Bank of Japan official Ayano Sato supports further tightening of policy, the yen strengthened but gains remained limited. 2. Demand at the Japanese 30-year government bond auction was stronger than the 12-month average. Korean Won: 1. South Korea plans to restrict unlicensed foreign banks from underwriting overseas bond issuances. Others: 1. Reserve Bank of India: No interest rate cuts expected in the short term. 2. India's foreign exchange reserves have declined for four consecutive weeks, down $50 billion from their September peak. 3. Norway plans to utilize its $63.6 billion sovereign wealth fund by 2027. 4. The Hormuz crisis severely impacted oil exports, and the Iraqi currency depreciated by 13%. 5. The Polish central bank: may intervene in the foreign exchange market. 6. The Peruvian central bank set its benchmark interest rate at 4.25%. 7. The Reserve Bank of New Zealand: has begun recruiting for two new positions—Assistant Governor for Monetary Policy and Assistant Governor for Payments and Cash.

According to the Shanghai Stock Exchange website, the IPO review status of Shanghai Xihe Technology Co., Ltd. on the Science and Technology Innovation Board has changed to "under inquiry", and the sponsoring institution is Guotai Haitong.