美联储哈玛克：需要更多限制，但对加息速度保持开放态度。

China International Capital Co says since August shares of overseas systemically important banks have fallen about 8% on average while large Chinese banks are up roughly 9%, with Chinese banks' YTD average return near 32%, outpacing foreign peers. The firm warns short-term price moves do not confirm a long-term trend reversal, but differences in fiscal policy, interest-rate and credit cycles and a market repricing of banks' future profitability and balance-sheet risk make large Chinese banks relatively attractive on a risk‑return basis. China International Capital Co continues to favor large Chinese banks versus overseas peers.

Ukrainian President Zelenskiy said Ukraine did not attack Russian energy facilities last night in response to President Trump's proposal, and that Russia continues to strike Ukraine's gas facilities and energy infrastructure.