日本央行审议委员小枝淳子：展望未来，我认为有必要关注与人工智能相关的出口和进口。

September CPI YoY rose 3.7% and core CPI YoY 2.6%, well above the Fed's 2% target. Strong consumer spending, supported by low unemployment and higher equity prices, has helped firms pass rising costs to households. Regions Financial chief economist Richard Moody said supply-side shocks — including a Strait of Hormuz closure, tariffs and sectoral labor shortages — are the principal drivers, and added, "Ultimately, it's a supply-side problem."

Bank of Uganda to raise policy rate to 12%.