据纽约时报：前白宫新闻秘书莱维特将从11月1日起担任福克斯新闻评论员。

CITIC Securities says A-share market pulled back in September as tighter overseas liquidity and valuation digestion in prior outperformers hit prices; growth and resource sectors retraced most, while property, pharmaceuticals and banks outperformed from low bases. For October, overseas liquidity pressure has eased marginally and the market enters a dense 3Q earnings disclosure window, increasing the importance of fundamentals verification. CITIC expects 3Q tech earnings to sustain high growth; earnings revisions also look constructive for commodities, pharmaceuticals and non-bank financials. High-frequency indicators show continued strength in AI hardware, firm energy prices and a mid‑term supply‑demand case for industrial metals. After September’s correction, valuations in some high‑cycle sectors have eased; recommended allocations emphasize AI hardware with high earnings visibility, supply‑constrained and profit‑improving industrial metals, coal, oil & gas and basic chemicals, trend‑improving innovative drugs, and low‑valuation securities and insurance stocks with earnings recovery.

Final September services PMI for France, Germany and the euro area due in 10 minutes; UK LME copper, aluminium and nickel inventory changes to Oct 5 due in 20 minutes.