Domestic News:
1. National Development and Reform Commission: Domestic refined oil prices will not be adjusted on October 15, 2026.
2. Shenzhen issues local implementation opinions on the reform of the commodity housing sales system.
3. Tim Cook: Apple's smartphones have been approved in China, and a beta version will be released at the end of October.
4. State Administration for Market Regulation exposes a list of serious violations of laws and regulations related to "involutionary" competition.
5. Ministry of Commerce: China will work with the EU to promote the development of trade in dual-use items.
6. Ministry of Industry and Information Technology and two other departments jointly investigate issues related to broken brake pedal brackets in vehicles.
7. On October 15, Lan Fu'an and Pan Gongsheng attended the G20 Finance Ministers and Central Bank Governors Meeting.
International News:
1. US PPI and retail sales data both exceeded market expectations.
2. South Korea and Japan extend their $10 billion currency swap agreement to 2029.
3. Japanese and South Korean stock markets plummeted yesterday; South Korean financial authorities held an emergency meeting. 4. U.S. EIA crude oil inventories fell by 8.557 million barrels in the week ending October 9.
5. Some investors reportedly lowered their Anthropic valuation forecast to $1.5 trillion.
6. Federal Reserve's Hamak: Worsening inflation expectations may force the Fed to take more forceful action.
7. The International Energy Agency agreed to fully release the remaining 100 million barrels of crude oil, including the immediate release of 20 million barrels of diesel.
8. Russia-Ukraine situation—Ukrainian media reported that Ukraine's Patriot interceptor missile stockpile was depleted; the Ukrainian army's Starlink service has been restored; Zelensky announced the resumption of attacks on Russian oil refineries, denouncing the Ukrainian government for weakening its support; Putin stated that he would respond to Ukraine's attacks on Russian energy and logistics facilities; according to reports, both Russia and Ukraine have attacked each other's energy facilities.
9. Middle East situation—
① U.S. media: The U.S. has formulated a new plan to strike Iran, potentially using the "Mother of All Bombs" to target energy and nuclear facilities for the first time.
② Iranian Navy: An oil tanker caught fire in the eastern part of the Strait of Hormuz.
③ Yemeni officials say Houthi attacks on the presidential palace in Aden killed three people while the Yemeni prime minister was chairing a government meeting.
