日本央行会议纪要：一名成员表示，近期日元疲软和中东局势发展可能会推高通胀预期，导致价格上行风险加大。

Overview: China A-share exchanges (Shanghai, Shenzhen, Beijing) and domestic futures markets will be closed Oct.1–7 for National Day; Hong Kong Stock Exchange closed Oct.1 with north/southbound trading suspended; Taiwan market closed Monday; India NSE closed Friday. Major market drivers next week include US nonfarm payrolls and core PCE, a packed Fed speaker schedule, the RBA rate decision and an OPEC+ meeting Sunday. Monday: Dallas Fed business index; ECB president Lagarde testifies to European Parliament; BOE deputy Ramsden speaks on QT. Tuesday: Reserve Bank of Australia policy decision and Bullock’s press conference; Swiss KOF, UK mortgage approvals and assorted euro‑zone industrial/confidence reads; US AI meeting of Trump, Speaker Johnson and tech CEOs. Wednesday: US ADP, core PCE (Aug) and final Q2 GDP/PCE releases, Chicago PMI and weekly API/EIA crude stocks; China Sep official manufacturing PMI and RatingDog PMIs; Australia Aug CPI; Fed speakers including Chicago Fed’s Goolsbee and New York Fed’s Williams. Thursday: US ISM manufacturing and weekly initial jobless claims, final US manufacturing PMIs; UK, German and euro‑zone final manufacturing PMIs and euro‑zone unemployment; BOE governor Bailey and ECB president Lagarde speak; BOJ releases Sep meeting minutes; multiple Fed speakers including Barkin and Cook. Friday: US Sep payrolls, unemployment rate and average hourly earnings, Aug factory orders; euro‑zone Sep CPI preliminary; Williams and Fed Governor Cook attend a Fed symposium; Dallas Fed’s Logan speaks. Weekend: OPEC+ monthly oil policy meeting on Sunday; Australia begins daylight saving, advancing market hours by one hour.

韩国央行：密切关注金融和外汇市场。