国际货币基金组织警告，自上次四月份的稳定报告以来，债券市场风险已上升。

UK consumers held back overall spending in September, with most incremental outlays going to fuel while warm weather supported pubs and depressed clothing sales, the British Retail Consortium and Barclays said. The BRC said total retail sales rose 1.3% YoY in September, up from 0.7% in August but below the 12-month average of 1.5%. Barclays’ card-spend series showed annual growth of 2.0% in September, down from 2.1% in August. Barclays’ household financial confidence index climbed to a seven-month high of 67, yet 68% of consumers said they were concerned about Chancellor John Healey’s Oct. 28 budget and 30% reported cutting discretionary spending.

博通首席执行官陈福阳周一在新加坡星展银行会议上表示，AI领域的突破将使芯片投资需求在未来至少两年保持高位，目前的产能远不能满足需求，短缺未来还可能加剧。同场的英特尔首席执行官陈立武也认为，硬件供应紧张还将持续两到三年。 谈到OpenAI，陈福阳称市场误读了这家公司，其基本面依然稳健，500亿美元的年化收入"本身并不算差"。他也不认同OpenAI估值过高的看法，并表示仅凭单一短期数据就抛售的投资者，"几乎就像在赌场赌博"，因为他们对公司缺乏了解，期望也不切实际。 陈福阳指出，如果OpenAI和Anthropic的产品得到广泛采用，两家公司融资时的议价能力将大幅增强；但他也提醒，全球利率高企可能使资金需求成为未来增长的制约。他认为，真正的关键在于前沿AI公司能否开发出创造足够价值和回报的模型，从而证明大规模投入是合理的。他还批评，多数企业在token上的支出就像孩子在游戏厅里花钱一样浪费。