准备四季度交易，手里只有一张日历看数据还不够。预测市场押民主党两院横扫的概率已冲到66%，分析师却看好两党分治；中期选举行情很可能在10月就先动起来！金油和大宗，会先算哪一笔账？

Market sources: Apple (AAPL.O) to launch a Home Hub and updated Apple TV and HomePod mini.

Citigroup says that despite a temporary slowdown in industrial production in August—partly from labor strikes and summer holidays that briefly halted auto output—South Korea’s growth should exceed prior projections. Citigroup raised its 2026 GDP forecast by 0.1 percentage point to 3.8% and its 2027 forecast by 0.2 percentage point to 3.3%, citing an auto-sector rebound in September and broad manufacturing strength driven by a semiconductor upcycle. Citigroup expects chip-led expansion to underpin South Korea’s economy through 2028.