Spot silver up 3.00% intraday at $57.30/oz.

According to Nikkei, Japan's Ministry of Health, Labour and Welfare plans to introduce a maternity expense subsidy program, which may be launched as early as the second half of fiscal year 2027.

US Dollar: 1. US September CPI rose 3.7% year-on-year, exceeding market expectations of 3.6%; core CPI rose 2.6% year-on-year, below the expected 2.5%. 2. White House National Economic Council Director Hassett: Overall inflation data was disappointing. 3. Fed's Goolsby: September inflation was disappointing, but more data is needed before raising rates. 4. Fed Governor Bowman: Currently, he does not believe the Fed needs to rush into further interest rate adjustments. 5. Fed's Daly: Rate hikes may be necessary, but not imminent. 6. US President Trump: The Fed is deliberately keeping rates too high. 7. "Fed mouthpiece": Higher-than-expected inflation further supports another Fed rate hike this year. 8. Citi: Expects a Fed rate hike in December; still expects a Fed rate cut in 2027. 9. Bank of America: Expects three Fed rate hikes by June 2027. 10. Federal Reserve Beige Book: High oil prices impact 12 districts across the US; businesses expect further price increases. 11. US Treasury to repurchase up to $6 billion in long-term bonds on Thursday. Euro: 1. ECB Presidential candidate Knot: The central bank may need to adopt an appropriate hawkish stance. 2. ECB Governing Council member Pereira: If inflation begins to spread, the central bank will be forced to take action. 3. ECB Governing Council member Koch: The ECB is not yet at the stage of discussing bond market intervention tools. 4. ECB Governing Council member Simkus: More data will be available at the December meeting, but the possibility of action in October cannot be ruled out. Pound Sterling: 1. UK Chancellor of the Exchequer Healy: The deficit reduction plan will be maintained in the budget on October 28. 2. UK GDP unexpectedly grew by 0.1% in August, better than market expectations, a positive development ahead of the fiscal budget. Yen: 1. International Monetary Fund: Maintained its 2026 GDP growth forecast for Japan at 0.7%. 2. Bank of Japan board member Junko Koeda stated that there should be no excessive caution regarding interest rate hikes, hinting at a possible rate increase in the coming months. 3. Japanese Finance Minister Satsuki Katayama: If necessary, Japan will not hesitate to take action in the foreign exchange market. South Korean Won: 1. International Monetary Fund: Raised its 2026 GDP growth forecast for South Korea from 1.9% to 3.3%. Other: 1. The Philippine peso fell below 63 against the US dollar for the first time. 2. The Governor of the Central Bank of the UAE expects GDP growth of 10% in 2027. 3. A survey by the Central Bank of Russia: The average benchmark interest rate is expected to be 14.6% in 2026 (previously 14.5%). 4. The Chief Economist of the Reserve Bank of New Zealand: The next interest rate decision will be "fully open," with a rate increase being the most likely outcome. 5. The IMF raised its 2026 economic growth forecast for the Asia-Pacific region from 4.4% to 4.8%.