According to the General Administration of Customs, China's steel exports in September totaled 10.492 million tons, compared to 10.155 million tons in August.

Internationally: 1. Goldman Sachs: Global crude oil freight rates surge to $30 per barrel, with the Middle East shipping crisis exacerbating regional oil price divergence. 2. KKR: Bond market sell-off presents a good opportunity to lock in quality Asian credit assets. 3. 53 Bank: US inflation is expected to continue accelerating in September; gasoline is pushing up CPI, and diesel is exacerbating production-side inflation. 4. UOB: The upward momentum of the US dollar index is weakening, and it may enter a consolidation or mild correction phase in the short term. 5. RBC BlueBay: The US midterm elections are unlikely to influence the market; AI, inflation, and Fed policy are more crucial. 6. Russell Investments: The Fed may pause rate hikes in October and resume in December; higher-than-expected inflation remains a key risk. 7. Morgan Stanley: The Bank of Korea is expected to pause rate hikes in October, and may resume in November and the first quarter of next year. 8. BMI Financial Group: Raised its 2026 copper price forecast to $13,500, and expects it to rise to $17,000 by 2035. 9. French financial regulator: Soaring government bond yields will not threaten banking stability. 10. Sumitomo Mitsui Nikko Securities: The Bank of Japan needs to accelerate its interest rate hikes, expecting rates to rise to 1.75% by March next year. 11. BondBloxx Asset Management: US Treasury yields breaking through 5% is not abnormal; fiscal deficits and bond issuance scale push up term premiums. Domestic: 1. CITIC Securities: Gold prices may bottom out, with the gold sector expected to lead the way. 2. Galaxy Securities: A super El Niño has formed, and soybean meal and other commodities are expected to perform strongly in the near term. 3. Huatai Securities: Peak season in the transportation sector will catalyze price improvements; focus on oil shipping and express delivery. 4. CITIC Securities: The securities sector has medium- to long-term investment value; recommend focusing on three main themes: technology investment banking, wealth management, and internationalization.

Canada's building permits rose 8.8% month-on-month in August, revised from -17.30% to -15.8% in the previous month.