Former Fed vice chair CLARIDA said core PCE at 3.4% is slightly high and may fall below that level.

Daiwa says BYD (01211.HK) management updated 2026 sales and gross‑margin outlook and reported progress on flash‑charging. Management guides overseas volumes of 1.8m in 2026 and 2.5m in 2027, and is confident of regaining market share in H2 as second‑gen blade battery supply ramps. Management also guides average overseas net profit per vehicle of about RMB20,000 and expects to hit that target in 2026. Daiwa rates BYD Buy.

中国央行：2026年9月16日中国人民银行以固定利率、数量招标方式开展了1100亿元7天期逆回购操作，全额满足了一级交易商需求。同时，开展了6000亿元隔夜逆回购操作。