美国9月PCE物价指数月率 0.5%，预期0.50%，前值0.30%。

Oriental Jincheng says the Fed’s hawkish stance at the October meeting remains. Two FOMC voters favored additional hikes and Governor Cook—previously seen as a centrist—filed a first-time dissent, indicating a lower tolerance for inflation risk. Most members preferred to monitor the effects of September’s increase, moving policy into a cautious, data-dependent phase. From 2027 the Fed will reduce the number of formal rate-decision meetings to create strategic space for balance-sheet framework changes; this should have limited direct impact on rate decisions but will amplify market pricing volatility and tactical positioning. With oil prices high and core inflation sticky, Oriental Jincheng sees a high probability of a 25bp hike at the December meeting to a 4.00%–4.25% range, and says further hikes in 2027 remain possible.

Fortinet(FTNT.O)跌27%，势创纪录最大单日跌幅。