CENTCOM said the USS George H.W. Bush aircraft carrier is operating in the Arabian Sea to support enforcement of a U.S. blockade of Iran. As of Sept. 30, CENTCOM forces had guided 125 merchant vessels to reroute to ensure strict compliance with the blockade.

美联储卡什卡利：我的预计是今年再加息一次，2027年再加息一次。

China International Capital Co (CICC) views the residential mortgage interest-subsidy as a form of structural monetary policy and estimates the policy implies roughly CNY180bn in annual fiscal outlays with wide coverage. Subsidy incidence is skewed to mid- and low-tier cities; ultra-high-tier cities benefit relatively little. CICC estimates eligibility rates roughly as follows: ultra-high-tier — 2% new homes, 14% second-hand homes; high-tier — 25% new, 60% second-hand; mid-low-tier — 50% new, 70% second-hand. The first-year subsidy is estimated to affect about CNY1.8trn of loans, roughly 40% of annual loan disbursements, with target households receiving about CNY5,000–10,000 in subsidy in year one.