数据显示，软银五年期信用违约掉期利差周二升至432个基点，为2022年11月初以来最高水平。此前一周，该利差突破400个基点，此后进一步扩大逾30个基点。

China equity index futures most-active contracts opened lower: CSI 300 (IF) -0.56%, SSE 50 (IH) -0.52%, CSI 500 (IC) -1.06%, CSI 1000 (IM) -1.13%.

State Administration of Foreign Exchange deputy head and spokesperson Li Bin said non-bank cross-border net inflows from corporates and individuals were $40.7bn in September 2026, a 35% MoM decline. Cross-border receipts and FX settlement volumes rose 9% and 17% MoM respectively; market expectations were broadly stable and corporate settlement and sales rates both edged up. Goods trade continued to deliver large net inflows; the services deficit was stable, with strong outbound and inbound travel keeping travel receipts and payments elevated. Outward direct investment increased, and onshore financing to overseas affiliates rose rapidly—linked to domestic and external interest-rate moves and, to some extent, reflecting a stronger RMB financing currency function.