At the midday close, China's domestic main futures contracts were mostly lower: lithium carbonate fell more than 4%, apple futures dropped over 3%, LPG declined nearly 3%, and plastics and Shanghai nickel fell over 2%. On the upside, Shanghai silver, industrial silicon and synthetic rubber gained over 2%; platinum and palladium rose nearly 2%; alumina, Shanghai gold and polysilicon were up more than 1%.

IMF总裁格奥尔基耶娃：鉴于人工智能变革的速度，各国必须采取措施确保做好应对人工智能的准备。

The U.S. Treasury said the fiscal 2026 deficit widened $217 bln YoY to $1.99 tln, the largest since FY2021 and the third-largest on record. Receipts were a record $5.40 tln, up 3% YoY, while outlays hit a record $7.40 tln, up 6%. Debt-service payments rose 12% YoY to a record $1.36 tln. A Supreme Court ruling voiding much of the Trump-era tariff program prompted $145 bln in tariff refunds in FY2026, cutting net tariff revenue 11% YoY to about $173 bln. Treasury estimates the deficit at 6.2% of GDP versus 5.8% a year earlier. September showed a $27 bln deficit versus a $198 bln surplus in the same month last year.