Key Economic Data and Events to Watch Today: Thursday, September 10, 2026 ① TBD: OPEC Monthly Oil Report ② 13:30: TSMC August Revenue Report ③ 14:00: Germany August CPI Final Reading ④ 20:15: ECB Interest Rate Decision ⑤ 20:30: US Initial Jobless Claims for the Week Ending September 5 ⑥ 20:30: US August PPI YoY ⑦ 20:30: US August PPI MoM ⑧ 20:45: ECB President Lagarde Press Conference ⑨ 22:00: US August Existing Home Sales (Annualized) ⑩ 22:00: US July Wholesale Sales MoM ⑪ 22:30: US EIA Natural Gas Storage for the Week Ending September 4 ⑫ 00:00 (Next Day): US EIA Crude Oil Storage for the Week Ending September 4 ⑬ 00:00 (Next Day) US EIA Cushing Crude Oil Inventories for the Week Ending September 4 ⑭ US Strategic Petroleum Reserves for the Week Ending September 4 (00:00 the following day)

Syria’s Transitional Government defense ministry said a temporary weapons and explosive-remnant storage site in Idlib province in northwest Syria exploded on the evening of the 9th, killing 14 ministry personnel and injuring more than 10 people, including civilians. The ministry said it immediately coordinated with authorities to secure and handle the site; an investigation into the cause is ongoing.

According to The Information, OpenAI has told some commercial partners it will no longer accept ads for image- and audio-generation products because they compete with OpenAI’s own features. The change was not previously reported and does not appear in OpenAI’s published ad policy, catching advertisers including Adobe off guard. If extended to other competing products, the restriction could constrain OpenAI’s potential ad revenue; OpenAI had earlier told investors it expected aggressive ad growth and views advertising as a key way to monetize its large non-paying user base.

Energy Transfer LP plans to shift its primary listing from the New York Stock Exchange to the Texas Stock Exchange, with the move expected as early as next month. At about $75 billion market cap, this would be the largest U.S. corporate primary-listing migration to Texas to date. The Texas Stock Exchange has so far attracted several ETF listings and is seeking to win more corporate listings from NYSE and Nasdaq.

Domestic News: 1. National Bureau of Statistics: Consumer Price Index (CPI) rose 0.8% year-on-year in August. 2. Suiyuan Technology: Its shares will be listed on the Science and Technology Innovation Board (STAR Market) on September 11, 2026. 3. Negotiations for the 2026 National Basic Medical Insurance Drug Catalog have concluded. 4. US security agencies accuse Chinese companies of distilling US models; the Ministry of Foreign Affairs responds: Do not make unfounded accusations and smears. 5. DeepSeek reportedly hired CITIC Securities to prepare for its IPO: aiming to submit its application this year and officially list next year. 6. The State Council Information Office will hold a press conference on September 10 regarding the implementation of the "15th Five-Year Plan" in the financial sector and the promotion of building a strong financial nation. International News: 1. World Platinum Investment Council: The platinum market is expected to shift to a supply surplus this year. 2. US Congressional Budget Office: The US budget deficit is projected to be $168 billion in August. 3. World Gold Council: Global gold ETFs attracted $18 billion in August, the second-largest monthly inflow on record. 4. The US Treasury announced a maximum of $6 billion in long-term bond repurchase operations on Thursday. This amount failed to boost US Treasuries, and long-term bond yields rose in the short term. 5. Apple released the foldable iPhone Duo, priced at 15,999 yuan, and the 18 Pro, starting at 9,999 yuan. Both are equipped with the new A20 chip. A standard iPhone was not released. 6. Brent crude oil futures broke through $100; European natural gas prices broke through €80 per megawatt-hour for the first time since 2023; US long-term bond yields rose 5 basis points; the Golden Dragon Index fell 2%; gold rose 1%; and silver rose over 2%. 7. Middle East Situation— ① Early morning Beijing time on the 10th, Iranian media reported that multiple areas in the Sirik region of Iran were attacked by artillery shells. ② Trump: The war will end when the midterm elections are over; Iran is desperately trying to influence the elections. ③ Iran stated it will escalate its attacks in response to US attacks. ④ Iran claims it has the capability to launch a strong counterattack and has listed conditions for a ceasefire.

Canada will present 167 projects valued at several tens of billions of Canadian dollars to global institutional investors next week at a Canada Investment Summit hosted by CARNEY at the Four Seasons Toronto. The pipeline covers data centers, advanced manufacturing, LNG, port infrastructure and dozens of mining projects. Listed opportunities include minority-stake sales such as satellite operator Telesat Corp. and a multibillion-CAD Ontario battery factory backed by a Volkswagen unit.