【期货盯盘神器专属文章】市场深谈：CPI要多热才会逼美联储本月动手？Schwab分析师Martin认为，本月加息概率仅约两成，10年期收益率站上5%背后是强劲增长与企业利润。点击阅读。

The IMF said France must secure timely approval of its budget to preserve fiscal credibility and restore market confidence. IMF Fiscal Affairs Director Rodrigo Valdés, speaking in Bangkok at the IMF annual meetings, said heavily indebted France can no longer delay fiscal reform and that timely means the budget must be implemented without weakening amendments. The minority government’s draft 2027 budget targets a 5% of GDP deficit — consistent with its earlier target but likely to be breached this year — and remains above the EU 3% limit. A divided parliament begins review this week, and opposition resistance to spending cuts and revenue measures casts doubt on the bill’s passage.

22V Research founder Dennis DeBusschere and his clients say investors largely expect Wednesday’s US September CPI print to lift market risk appetite. An internal client survey found 44% anticipate a risk-on reaction, about one-third expect a mixed or negligible response, and nearly half expect other market participants to interpret the data as supportive of risk sentiment. DeBusschere says rising bond yields are naturally tightening financial conditions and therefore reduce the need for the Fed to hike this month; he adds higher yields should slow growth and could push bond-market volatility indices lower. Clients describe CPI as tracking a "Fed-friendly smooth disinflation path."