TotalEnergies expects average annual energy production growth of 4% through 2030. Its oil and gas segment targets annual growth of 2–3% from 2030–2035. Power will account for 25% of the company's energy mix by 2035.

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.

Former Bank of Japan executive Kazuo Momma said the BoJ could raise its policy rate at the October meeting for a second consecutive month, sooner than many economists expect. He put the chance of back-to-back hikes at roughly 20-30%, saying the move would signal the pace of tightening could accelerate versus a baseline quarterly tempo. Momma warned the risk of underlying inflation rising above 2% is unlikely to weaken and is more likely to increase over the next three months. His base case is a terminal policy rate of about 2% by June or July next year, implying roughly three additional 25bp increases by the policy board.