DALY said the risk of inflation staying above target is elevated; the labor The market remains stable, allowing the Fed to focus on price stability.

Key News 1. Shenzhen issues local implementation opinions on the reform of the commodity housing sales system. 2. China Financial Futures Exchange: Accelerate the research and development of products for the Science and Technology Innovation Board, the ChiNext Board, and stock index futures and options. 3. He Lifeng meets with Ray Dalio, founder of Bridgewater Associates. 4. National Development and Reform Commission: Domestic refined oil prices will not be adjusted on October 15, 2026. 5. The State Administration for Market Regulation exposes a list of companies with serious violations of laws and regulations related to "involution-style" competition, including producing substandard products and issuing false reports. Individual Stock News 1. Data on main force capital flow shows that N Lianya saw the largest net inflow of main force capital at 658 million yuan, followed by North China Electronics, Huanrui Century, Tuojing Technology, and Kweichow Moutai; Xin Yisheng saw the largest net outflow of main force capital at 1.861 billion yuan, followed by Zhongji Xuchuang, Changxin Technology, China Shipbuilding, and Dongshan Precision. 2. Zeng Yuqun of CATL: The role of energy storage in the power system has undergone fundamental changes. 3. Trina Solar: The loss margin in its module business is expected to narrow in the second half of the year. 4. Tenda Technology: Price reduction for its 304 stainless steel products. 5. Hygon DCU completes open-source adaptation for Step 5 Preview. 6. Tinci Materials' Indonesian electrolyte project is expected to enter the trial production stage in December 2026. 7. Yuxing Shares: Currently not involved in sputtering carrier copper foil ultra-flat PET base film related products. 8. Huayin Power: The thermal power generation market is expected to improve in the second half of the year, but profitability will still be affected by external factors such as coal prices. 9. Tianchen Shares: The energy storage business is securing and expanding orders based on existing factory capacity.

Bank of England deputy governor Breeden said easing in the labor market could mean the UK avoids the simultaneous wage and price pressures seen in 2022.