Temasek International CIO Rohit Sipahimalani says two principal market risks for 2027 are a reversal of the AI investment boom and inflation pushing bond yields higher, which could end the equity rally. He called an unwinding of AI investment the single biggest risk — not imminent but likely to cause disruptions in 2027 — and warned that inflation, combined with a changing interest-rate backdrop, raises the risk that equities could reach a critical tipping point.

UK Halifax seasonally adjusted house price index YoY 0.0% in September; forecast 0.2%; prior -0.4%.

Yemeni Houthi forces said on Oct. 6 they fired ballistic missiles at Abha International Airport and launched multiple ballistic missiles at the Dagairil military camp in Saudi Arabia’s Jizan province. The group said the strike on Abha achieved a direct hit and disrupted airport operations, and that the attack on the Dagairil camp caused dozens of casualties. The Houthis warned foreign carriers that Saudi airspace has become an operational military zone and urged airlines to suspend flights to Saudi Arabia, exempting airspace over Mecca and Medina.