消息人士称，日本央行可能在10月份的会议上暗示，潜在通胀率已大致达到2%的目标。

Shanghai’s housing market remained active during the National Day Golden Week. New-home sales centers reported heavy foot traffic—one project said visitors began arriving before 09:00 and about 30 groups had visited by 14:00. Buyers are more selective and pragmatic; some upgrading purchasers still have unsold second‑hand properties and are using the holiday to compare new projects. Centaline Real Estate’s Senlan operations director Song Huxiong said viewings and transactions over the past two days were roughly in line with a typical weekend. Negotiation space for second‑hand homes is tightening: most nearby listings allow 1–2 pct discounts, rarely exceed 3 pct, and some offer little or no room to negotiate.

按选举日至次年同日计算，1950—2022年标普500在19次中期选举后全部上涨，中位回报约14.5%；若取1942年以来选举日至次年6月底，21次也全部为正，平均涨幅约16.6%。选举落地、政策不确定性下降确实可能降低风险溢价，但历史上涨往往还伴随货币政策转向或盈利改善，并非单由选举驱动。