JP Morgan (JPM.N) expects 2027 net interest income excluding markets of about $107 billion.

AI模型聚合平台OpenRouter 10月8日披露的数据显示，平台上AI智能体的Token消耗量已全面超过人类用户。2月6日，智能体首次在Token消耗量上反超人类；到9月最后一周，智能体类API密钥消耗的Token已达人类类密钥的约7倍，OpenRouter预计这一差距未来几个月还将扩大。平台每月会根据工具调用频率、单次对话轮数和请求发送间隔等特征，将API密钥划分为"智能体型""人类型"或"混合型"。 智能体的用量结构与人类明显不同。由于每执行一步都要重新发送完整上下文，9月智能体近90%的用量为缓存读取，1月这一比例约为60%，输出仅占约1%。缓存读取价格约为新输入Token的十分之一，以Claude Sonnet 5计，每百万智能体Token的成本约0.51美元，不使用缓存则约2.08美元。分析认为，大模型的算力需求正从人机对话快速转向自动化的智能体工作流，这将重塑模型厂商与算力供应链的需求结构。

BoE MPC member Green said at an IMF meeting that UK growth running ahead of expectations and a resilient labour market indicate the Bank has not tightened policy enough and interest rates should be higher than current levels. She warned the BoE should not rely on financial markets to deliver tighter conditions. The IMF has raised its forecast for UK growth this year from 1.0% to 1.3%. "Our GDP data show monetary policy is not sufficiently tight and there is not much spare capacity in the economy," she said, adding recent labour-market data suggest the depth of weakness may have peaked while employment remains loose. Green, one of the MPC's more hawkish members, has supported a 25bp rise to 4% in recent months to guard against a wage–price spiral.