A MOFCOM US and Americas Department official said after the eighth round of China‑US economic and trade consultations both sides agreed China’s tariffs on coal imported from the US will be included in a '30 bln vs 30 bln' reciprocal tariff‑reduction framework, which will facilitate annual US coal imports into China in 2027 and 2028.

JPMorgan strategists say the latest bond sell-off reflects stronger-than-expected September PMI readings, especially in the Eurozone and the US, and heightened sensitivity to energy headlines. They add that noise around potential US diesel export restrictions has added uncertainty. JPMorgan advises being duration-neutral on German bunds near term, but says mid-dated German bund yields remain attractive for long-term investors able to bear short-term volatility.

He Yang, deputy director of the Cloud Computing and Digitalization Institute at the China Academy of Information and Communications Technology (CAICT), said rapid AI-driven growth is lifting computing-power demand and market size, creating an urgent need for market-based pricing and risk-hedging instruments. International markets have begun developing computing-power financial products; CAICT has spent nearly two years researching the field and has built preliminary foundations for a computing-power financial index system, billing/measuring standards and derivative structures including computing-power futures. He said China is entering a window to move from theory to industry pilots and should start institutional design and market cultivation to preserve space for future innovation. Overall China has preliminary conditions to explore computing-power futures research, but several key links remain to be solved before mature products can be launched.