土耳其财政部长：少数基金实施了扰乱市场的交易，但我们已采取应对措施。

China's Financial Regulatory Administration updated its leadership page to show Cai Dong has been named a Party Committee member. Cai, born Oct 1968 with a PhD in economics, has spent his career in the financial system — senior roles include president of Industrial and Commercial Bank of China (ICBC) Tianjin branch, vice president of China Development Bank (CDB) and vice president of Agricultural Bank of China (ABC). He served as Jilin vice governor from Oct 2019 and later as executive vice governor overseeing development and reform, finance and energy. In a Sept. 8 provincial economic briefing he emphasized preventing and defusing risks.

国外 1. 高盛：预计美联储将在10月再次加息。 2. 巴克莱：美联储决策使日本央行加息“几乎不可避免”。 3. 贝莱德：市场可能过度解读美联储主席的措辞。 4. PGIM：美联储进一步加息的门槛并不高。 5. 资管机构SCM：沃什略显鹰派，料有助于缓解长债收益率的升势。 6. 星展银行：美联储加息未必开启美元强势周期。 7. 信安资管：鸽派也被迫转向，美联储或至少再加息一次。 8. 牛津经济研究院：由于第二轮通胀效应并不显著 料英国央行仍将维持利率不变。 国内 1. 中金：美联储不存在连续且大幅加息的基本面基础。 2. 中金：黄金支撑位在4200-4500美元附近。 3. 中信证券：预计美联储年内将再加息25个基点，明年可能按兵不动。 4. 华泰证券：美联储10月加息必要性下降，预计12月再次加息为基准情形。 5. 中银证券：算力网建设提升光纤需求，紧供需催生高景气。