东方汇理资产管理全球外汇主管：过去一个月，公司对英镑的看法变得更加积极，目前对英镑持略微超配观点。

Mon: Final services PMIs for France, Germany, euro area and the UK plus eurozone Oct Sentix and eurozone Aug PPI (MoM); US S&P Global services final and ISM non-manufacturing; ARAMCO to set official selling prices around the 5th. Mainland exchanges and domestic futures remain closed; Hong Kong open but north/south connect suspended; Seoul closed. Tue: France Aug industrial output (MoM), Switzerland Sep unemployment (adj.), eurozone Aug retail (MoM); US weekly ADP payrolls, Aug trade balance and weekly global supply-chain pressure index; BOJ Governor UEDA speaks; New York Fed’s Williams to chair a Fed governance/culture meeting. Hong Kong open; mainland markets closed. Wed: US weekly API oil stocks; EIA weekly crude, Cushing and SPR inventories and monthly short-term energy outlook; Germany Aug industrial output (adj. MoM); US Sep NY Fed 1‑yr inflation expectations; China Sep FX reserves release pending. Dallas Fed’s Logan speaks. Thu: Fed minutes and ECB September minutes due; BoE Governor Bailey speaks; US 10‑yr Treasury auction results (stop-out yield, bid-cover) and initial jobless claims; Japan and Germany Aug trade balances; EIA weekly gas inventory. Fri: China Sep M2 YoY; US preliminary Oct 1‑yr inflation expectation and University of Michigan preliminary consumer sentiment; Canada Sep employment; Switzerland Sep consumer confidence; St. Louis Fed president (2028 FOMC voter) to speak. Sat: US oil rig count (week to Oct 9); Boston Fed’s Collins speaks.

惠誉评级：沙特阿拉伯2027年预算前声明显示，自美伊战争以来该国面临财政压力，预计支出将增加、财政赤字将扩大。