China A-share CPO sector opened weaker; Baiwei Storage fell more than 9%, Tianfu Communication dropped over 8%, and O-Film, Pengding Holdings and Wenfeng Optoelectronics declined over 7%.

美国能源部长赖特：太阳能将以更合理的方式继续增长。

ING: Dollar likely to find support this week on a hawkish Fed backdrop, higher energy prices and pre-meeting long positioning. TD Securities: Dollar should remain strong near term but positioning is crowded; once U.S. midterm event risk fades and seasonal year-end flows emerge, the dollar could give back gains. Danske Bank: If the Fed holds rates and officials avoid explicit forward guidance, Treasury yields may slip modestly and the curve could steepen; EUR/USD may rally briefly but any rebound may be short-lived. PIMCO: Earlier increases in long-term Treasury yields have offset some equity-driven wealth effects; the Fed’s assessment of financial conditions will influence markets’ views on the need for further tightening. MUFG: An unexpected hike would be clearly hawkish; a pause is not inherently dovish — a hold accompanied by strong anti-inflation rhetoric could still prompt markets to reprice higher-for-longer. Reuters: Falling oil has eased some inflation pressure and helped gold rebound, but renewed energy inflation, high U.S. yields and a strong dollar would pressurize bullion. U.S. Bancorp: Housing is visibly strained by high rates though overall activity remains resilient; sustained hawkish Fed messaging would keep financing stress elevated for real estate and other rate-sensitive sectors.