Jefferies cut its PT on Baker Hughes (BKR.O) to $77 from $80.

花旗/YouGov调查：英国9月公众未来一年通胀预期为4.5%，8月为3.9%。

ING analyst Francesco Pesole says the dollar's recent strength is unlikely to persist unless Friday's US nonfarm payrolls far outpace forecasts. News of a US-Iran agreement over the Strait of Hormuz could cap further dollar gains and help stabilise government bond markets and risk sentiment, he adds. ING's short-term valuation model shows the dollar is overvalued; the DXY was up 0.1% at 101.101, but a level near 100.50 would better reflect fundamentals. ING expects this week's employment data to keep markets guessing about the Fed's odds of another rate hike in October.